The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.

More Videos

Navigating Today’s Volatility (3:52)

Navigating Today’s Volatility (3:52)

Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
Watch Now
Separating Hype from Opportunity – Investment Implications of AI (4:44)

Separating Hype from Opportunity – Investment Implications of AI (4:44)

How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
Watch Now
Finding Value Stocks in a Market Dominated by the Magnificent Seven

Finding Value Stocks in a Market Dominated by the Magnificent Seven

Investors have rushed to a narrow universe of companies, driving valuations higher and placing the stocks in danger if growth disappoints
Watch Now
Investor Education
A Market Correction is an Opportunity.
Read More