The Undiscovered Connection: Value-Led Periods and Active Management

    by Steve Lipper

    There seems to be a notable historical trend of active small-cap managers outperforming the Russell 2000 Index in periods when value stocks lead, while trailing the small-cap index when growth stocks lead. ... Continue reading

    Research & Whitepapers

    Rolling Returns: A Better Way to Measure Performance

    Though calendar-year returns are among the most common measures of portfolio performance, rolling returns arguably offer a robust analysis.

    Research & Whitepapers
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