White Papers

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The Quantitative Momentum Investing Philosophy

By Jack Vogel, PhD|December 1st, 2015|

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How to Use Factor Funds in a Diversified Portfolio

By Jack Vogel, PhD|September 30th, 2015|

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The Sustainable Active Investing Framework: Simple, But Not Easy

By Wesley Gray, PhD|August 17th, 2015|

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Avoiding the Big Drawdown with Trend-Following Investment Strategies

By Wesley Gray, PhD|August 13th, 2015|

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From the Frontlines to Finance: How the Marines Shaped Our Investment Philosophy

By Wesley Gray, PhD|May 25th, 2015|

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Tactical Asset Allocation: Beware of Geeks Bearing Formulas

By Wesley Gray, PhD|May 19th, 2015|

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How to Combine Value and Momentum Investing Strategies

By Jack Vogel, PhD|March 26th, 2015|

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Distribution Economics: Understanding Wall Street’s Conflict of Interest Problem

By Wesley Gray, PhD|March 11th, 2015|

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An Introduction to Investing and How to Use Our Site

By Wesley Gray, PhD|January 3rd, 2015|

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Understanding How ETFs Trade in the Secondary Market

By Wesley Gray, PhD|December 3rd, 2014|

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The Robust Asset Allocation (RAA) Index

By Wesley Gray, PhD|December 2nd, 2014|

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Mission Impossible: Beating the Market Forever

By Wesley Gray, PhD|November 18th, 2014|

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Low-Volatility Investing: Avoid High Beta Stocks. Period.

By Wesley Gray, PhD|October 9th, 2014|

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The Quantitative Value Investing Philosophy

By Wesley Gray, PhD|October 7th, 2014|

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A Framework for Investment Manager Selection: Stick to the FACTS

By Wesley Gray, PhD|September 16th, 2014|

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Our Value Proposition: Affordable Alpha

By Wesley Gray, PhD|September 16th, 2014|

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A Simulation Study on Simple Moving Average Rules

By Wesley Gray, PhD|July 28th, 2014|

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Momentum Investing: Ride Winners and Cut Losers. Period.

By Wesley Gray, PhD|July 16th, 2014|

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How to Build Expected Return Forecasting Models

By Wesley Gray, PhD|July 14th, 2014|

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Value Investing: Never Buy Expensive Stocks. Period.

By Wesley Gray, PhD|July 1st, 2014|

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Behavioral Finance and Investing: Are you Trying Too Hard?

By Wesley Gray, PhD|May 13th, 2014|

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Why ETFs are more tax-efficient than mutual funds

By Wesley Gray, PhD|April 1st, 2014|

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