The Capital Advantage®:
Helping Improve Investor Outcomes for Over 85 Years
Reducing Risk; Delivering Greater Value
Screening for Superior Funds
A few simple screens can identify investments managers that have delivered superior results for investors.
How to Screen for Funds
Selecting funds that meet three key criteria – low fees, low downside capture and high manager ownership – can be crucial in portfolio construction.
Investors Can Beat the Index
Investing in index funds means investors won’t do worse than the overall market, but it guarantees they’ll never do better. So why settle for average?