Whitepaprs

White Paper Excerpt

Today’s investing environment is marked by severe financial crisis, economic uncertainty, and heightened market volatility. Deterioration in the credit markets over the past year has impacted the way Wall Street and Main Street do business. The rising tide of above-average global growth that had previously lifted all equity investments has receded, and individuals, institutions, and financial intermediaries may use the current market turmoil as an opportunity to reassess their investments. Their confidence shaken by complex and difficult-to-explain investments, today’s investors have a desire to go back-to-basics and embrace equity strategies that are high-quality, straightforward, and easily understood. Furthermore, investors are searching for a forward-looking investment approach that not only benefits from change, but counts on and anticipates it. Fundamental equity investing is just such an approach.

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active share, fundamental equity, indexing