Focus Asset Management Virginia

Featured Articles

Focus Asset Educated Investor Feature Articles
As a Focus Asset client, you gain access to a complete library of Educated Investor Feature Articles. Following are a few of our favorite samples:

• Why does Focus Asset advise against investing in individual stocks?
• What does the Efficient Market Hypothesis mean to me?
• Why do most investors trade too frequently?
• Why is adopting a long-term "buy and hold" strategy good, but not good enough?
• Why are even major financial news headlines irrelevant to my investment decisions?
• Are there ways to invest tax efficiently?
• What are five rules of investing that every investor should know?
• How does Focus Asset's recommended passive asset class investment strategy compare to a simple passive indexing strategy?

Academic Research Articles

Index Fundamentalism Revisited -- Redux by Focus Asset Research Associate Jared Kizer

In an article entitled "Index Fundamentalism Revisited" by Ken Reinker and Professor Tower, they find that a portfolio of Vanguard's actively managed funds outperformed a portfolio of Vanguard's index funds over the period of 1977-2003. In this follow-up article by Focus Asset Research Associate Jared Kizer, he finds that the results are not explained by active management versus passive management per se but rather by the increased tilt toward value stocks and small stocks within the actively managed portfolio relative to the indexed portfolio.

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