News & Research
You Can Be A Stock Market Genius
Joel Greenblatt, (Simon & Schuster, 1997)
The Little Book That Still Beats the Market
Joel Greenblatt, (John Wiley & Sons, 2010)
The Fundamental Index
Robert D. Arnott, Jason C. Hsu & John M. West (John Wiley & Sons, 2008)
"The Selection and Termination of Investment Management Firms by Plan Sponsors"
Amit Goyal and Sunil Wahal, Journal of Finance, Vol. 63, No. 4, August 2008
"Absence of Value: An Analysis of Investment Allocation by Institutional Plan Sponsors"
Stewart, Neuman, Knittel, and Heisler, Financial Analysts Journal, November/December 2009
"Best Stock Fund of the Decade"
Morningstar study quoted in the Wall Street Journal, December 31, 2009
"Quantitative Analysis of Investor Behavior"
Dalbar, 2010
"Mutual Fund Flows and Investor Returns: An Empirical Examination of Fund Investor Timing Ability"
Friesen and SAPP, Journal of Banking and Finance, Vol. 31, 2007
"How Expense Ratios and Star Ratings Predict Success"
Morningstar Fund Spy, August 9, 2010
"Fundamentally Indexed or Fundamentally Misconceived"
Edward F. McQuarrie, Journal of Investing, Winter 2008
"Fundamental Indexation"
Robert Arnott, Jason Hsu, and Philip Moore, Financial Analysts Journal, March/April, 2005
"The Chimera of Small Stock Outperformance"
Edward F. McQuarrie, Journal of Investing, Fall 2010
"An Hour with Benjamin Graham"
Financial Analysts Journal, November/December 1976