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A Scientific Framework for the Art of Investing

Science has produced many tremendous advances, from lifesaving medical treatments to instantaneous communication. Historically, though, science has had little influence on investing. Instead of keeping pace with advancements in modern portfolio theory along with historical and statistical evidence, investors and money managers often rely on conventional wisdom and flawed assumptions. How can investors sort through the vast amount of available data to maximize after-tax return and minimize risk? To expose the many shortcomings of the conventional approach and provide a road map to investing success, our Evidence-Based Investing (EBI) white paper illustrates the methods and conclusions of EBI. The goal of EBI is to maximize after-tax returns for the individual investor while minimizing risk and protecting portfolios from market downturns.

Looking for a shorter read? This brief summary of our Evidence-Based Investing white paper provides a framework that we believe can provide investors optimal outcomes based on compelling scientific evidence.