Park + Elm Investing Principle #5: Consider the Drivers of Returns
Principle #5 is HERE! Consider the Drivers of Returns! Download the rest of our Ebook Here to get all 10 principles!! Throughout history, many of the greatest advancements in finance have come from Academia. Our investment philosophy has been shaped by decades of research by leading academics. We structure portfolios on the principles that markets are efficient; that returns are determined by asset allocation decisions, and that portfolios can be structured around dimensions of expected returns identified [...]
Today’s Video – Applying science to investing
Have you ever heard the term "Financial Science"? A strong belief in markets can free people to think and act differently about investing. By evolving with advances in financial science, our partner, Dimensional Fund Advisors, has delivered long-term results for investors. Check out today's video on applying Science to your investing strategy! Contact us today if you'd like to learn more about financial science and our partnership with DFA! 855.PARKELM or kward@park-elm.com.
Where’s the Value?
From 1928–2017 the value premium in the US had a positive annualized return of approximately 3.5%. In seven of the last 10 calendar years, however, the value premium in the US has been negative. This has prompted some investors to wonder if such an extended period of underperformance may be cause for concern. But are periods of underperformance in the value premium that unusual? We can look to history to help make sense of this question. short-term [...]
Park + Elm Investing Principle #4: Let Markets Work for You!
Principle #4 is HERE! Let Markets Work for You! Download the rest of our Ebook Here to get all 10 principles!! The financial markets have rewarded long-term investors. People expect a positive return on the capital they supply, and historically, the equity and bond markets throughout the world have provided growth of wealth that has more than offset inflation. Companies compete with each other for investment capital, and millions of investors compete with each other to [...]
Quarterly Market Review: Q2-2018
Click on the link below for a detailed analysis of quarterly performance of the global equity and fixed income markets. CLICK HERE TO READ THE 2ND QUARTER 2018- QUARTERLY MARKET REVIEW
Park + Elm Investing Principle #3: Resist Chasing Past Performance!
Principle #3 is HERE! If you missed #1 and #2...YOU'RE IN LUCK! Download the rest of our Ebook Here to get all 10 principles!! (Research above shows only 20% of all active mutual funds beat their corresponding index over a 10 year time frame. And of those, only 37% continued over the next 5 years. This is only 205 of 2758 mutual funds that beat their index over a 15 year time frame. It’s nearly impossible to [...]
