SPIVA® Institutional Scorecard Year-End 2025 (S&P Dow Jones Indices)
In this report, the authors add institutional accounts and SMA/wrap accounts to the mutual funds analyzed in the S…
Manager Selection & Mandates
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Investing across the World’s Largest Opportunity Set (Nuveen)
Global equities are a vast opportunity set that spans thousands of companies across developed and emerging markets…
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Contrarian Expectation, Fund Performance, and Demand Accommodation (Horstman and Wang)
The authors infer mutual fund managers' expectation styles from how their factor exposures respond to past factor…
The Case for Small Buyouts: Backing Managers Early in the Lower Middle Market (GEM)
This piece makes the case that the answer points toward small buyouts. The authors explore what long-run data…
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Monthly chart pack: Taking a closer look at small-cap equities
In this edition of the Savvy Investor monthly chart pack...
