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Q1 2023 Fee Analyzer

Q1 2023 Fee Analyzer

Comparing concentrated portfolios to diversified portfolios uncovers a large differential in post-negotiated fees.

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February 2023 Factor Performance Analysis

February 2023 Factor Performance Analysis

A year after the Federal Reserve officially began raising rates at record pace, inflation still persists worldwide. While we saw a strong January, equities slid last month as the Fed announced rate increases would be higher than anticipated.

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Q4 2022 Fee Analyzer Report

Q4 2022 Fee Analyzer Report

While active managers underperformed in 2022’s down market, some managers did yield positive returns over the past three years.

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