Articles

22 March 2017

Who has time for the status quo?

In a previous post, we wrote about the challenges of crafting a transparent and objective performance story. Today we focus on setting the Market...

15 March 2017

Building a Portfolio’s Story: The Catch-22

The investment community is preparing for Q1 2017 performance reviews. But are today's specialized analytics causing confusion in understanding performance?

22 February 2017

Style Guide: What’s driving John Hancock Classic Value?

Value roared back into favor last year, so it’s not surprising that the John Hancock Classic Value fund also delivered a strong performance.

2 February 2017

Style Research Analyzes 2016 Value Surge for the FT

Financial Times recently published an article based on the 2016 Style Research Investment Factor Performance Reports. Dominant in 2016 was a return to strong...

18 January 2017

Investors rediscovering the merits of value stocks

Value investors finally have something to cheer about. Their favored investing style roared back into fashion in recent months after a long, painful period...

12 January 2017

Lifting the lid on T. Rowe Price’s core conformer top performer

The T. Rowe Price US Large-Cap Core fund has delivered top-quartile performance over the past three years against the Morningstar Large Blend peer group....