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Demystifying Systematic Fixed Income Investing

ClearMoney

1AUM as of 12/31/2020 computed using Morningstar data for US-domiciled, USD-denominated open-end and exchange-traded funds, excluding fund-of-funds. 5Wes Crill, “Out of Bounds: Style Drift in the Russell 2000 Value Index,” Insights (blog), Dimensional Fund Advisors, June 2021. Fama and Kenneth R.

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Top Funds' Activity in Q4 2023

Pension Pulse

The field’s best investment results in recent years have been those of “multistrategy” hedge funds like Ken Griffin’s Citadel and Izzy Englander’s Millennium Management. Their consistent, strong returns might make poring over their13Fs seem like a tempting way to ride their coattails without paying their steep management fees.

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Is It Time to Sell Stocks?

ClearMoney

5Weston Wellington, “Hindenburg Omen Flames Out,” Down to the Wire (blog), Dimensional Fund Advisors, October 8, 2010. According to the Investment Company Institute, there were 2,997 domestic equity funds and 1,032 US equity exchange-traded funds at the end of 2020.