Keeping your swimmers on

This issue looks at the Bessembinder study that shows that half of the shareholder value created in the US from 1926 to 2019 came from only 80 out of more than 25,000 companies. Do you aim to shoot the lights out by trying to pick the 80 stocks, or make sure you capture the market premium (and own all 80 of the future winners) by owning the market in its entirety? We use our multi-manager comparison tool and the SPIVA report to make our case for the latter.

Download Insight Issue

AcuityINSIGHT: Diversifying in the USThis issue takes a look at the lost decade, providing a useful reminder of why diversification is an important pillar to an investment philosophy.

AcuityINSIGHT: Presidents change, markets remainThis issue was written just days before the results of the 60th U.S. Presidential election. Now that we know Donald Trump is the president-elect, it’s clear that, as with any election, media coverage has intensified, creating a flurry of commentary. However, the message for long-term investors remai

AcuityINSIGHT: Setting sensible expectations for investment returnsThis issue gives a high level insight into the framework in place used to build a sensible starting point for portfolio expected outcomes, whilst also illustrating the fact that investors don't have the benefit of knowing which future path markets could follow. The financial planning process is a ke

Keeping your swimmers on

Quick links

Contact us