Making the Argument for Sector Neutrality
One of the most-common questions we receive is: why do we manage our portfolio’s in a...A Look Inside the Process at Dana: Sector-Neutral, Equal-Weighted Positions and Downside Protection
When looking at the table below, the only real takeaway is that it’s been nearly impossible to...Evaluating Active Managers’ Recent Performance and Downside Participation
In S&P Dow Jones Indices’ most-recent annual report of active managers’ relative performance...How ESG Can Help Your Practice as an RIA
For advisors, having the option to sit down and speak with a client about a topic that is important...Who’s Winning? Strategic Versus Tactical Investors
Although volatility hasn’t been as pronounced as in past years (we recently penned a blog on this, “Topics
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