U.S. Persistence Scorecard Year-End 2025 (S&P Dow Jones Indices)
Among top-half funds within all reported active domestic equity categories in calendar year 2021, only a handful…
Manager Selection & Mandates
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Style Matters (S&P Dow Jones Indices)
What factors should investors consider when allocating to discretionary fund managers?
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Measuring the Managers (S&P Dow Jones Indices)
Over a 20-year period, most of the category’s underperformance came from funds that did not survive, highlighting…
The Myth of Consistency (Virtus Investment Partners)
Manager research can identify a fund’s style and its consistency over time. Ironically, discipline can drive…
