Numbers Valuation White Paper 
Nerd's Eye View
MARCH 14, 2025
Also in industry news this week: A recent survey finds that while advisors are increasingly using passive investment vehicles, many are taking the time to look beneath the hood to examine the makeup of different indexes in order to choose the best option for their clients A survey of advisors working at enterprise firms shows a significant increase (..)
The Big Picture
SEPTEMBER 3, 2024
Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.
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Inside Information
DECEMBER 26, 2023
He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Which means?
ClearMoney
DECEMBER 14, 2021
Decades of research on stock returns has produced a vast number of published factors. Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. 3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 1 (January 2016): 69–103.
Brown Advisory
JUNE 21, 2017
A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Reasons for this tendency are varied.
Brown Advisory
JUNE 21, 2017
A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Manager Characteristics. Reasons for this tendency are varied.
Brown Advisory
SEPTEMBER 22, 2017
Finally, a growing number of meta-analyses conclude that incorporating ESG issues into investment decision making generates better returns than comparable non-ESG strategies (Clark, et al., Deutsche Asset & Wealth Management White Paper. Of the 10 investment-broker reports reviewed, three were positive and the rest were neutral.
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