Does Buffett Have Lessons for Systematic Value Investors?
We are fundamentals-based value investors, just like Warren and Charlie, but have chosen to pursue the art of value investing in a slightly different way [...]
Confusion central: Figuring out the regulatory status of your financial advisor
Quick question: What's the difference between an "advisor," a "financial advisor," an "investment advisor," an "independent advisor," and a "registered investment advisor?" Answer: Uhh...just stop...I'm already confused. [...]
Why We Built An Active Robo-Advisor and Why You Should Too.
Assuming you haven't been living under a rock, you've almost certainly heard something about robo-advisors. Millenials seem to love them while "old school" advisors are dismissive [...]
Attention Advisors: A Webinar on How to Pick the Right “Robo” Platform
Pat Cleary, our Harvard educated US Marine Captain, who also happens to serve as a our chief compliance and operating officer (COO/CCO), will be giving [...]
DIY Financial Advisor for $9.99 – Limited Supply Offer (50 books)
Hi Friends/Readers, Good news: We've got some excess inventory of DIY Financial Advisor! We're selling 50 copies at the special price $9.99 + shipping. First come, [...]
Signed Books (at a Discount) for Christmas Presents!
If you want a signed copy of our books for Christmas/Hannukah presents, the time is NOW. Below is the link to Quantitative Value. Make sure [...]
Busy launching a new strategy–no content today :-)
Thanks for your patience. We'll be back on it tomorrow!
An Up-and-Coming Behavioral Finance Pro: Casey Dougal, Ph.D.
We are proud to welcome Casey Dougal, Ph.D. to our advisory team. We were colleagues at Drexel and after engaging in multiple discussions on research [...]
An Introduction to Investing and How to Use Our Site
What We Do? We are a research-intensive asset management firm with a focus on high-conviction value and momentum factor exposures, as opposed to "closet-index" factor exposures. More [...]