KIM: Think outside the (style) box to improve returns
The “Morningstar Style Box” was introduced by the Chicago-based research firm in 1992 to help investors and advisers determine the investment style of a fund.
The “Morningstar Style Box” was introduced by the Chicago-based research firm in 1992 to help investors and advisers determine the investment style of a fund.
Wouldn’t it be nice to be smart enough to sell at the top and nimble enough to buy back in at the bottom?
First, by and large, community banks did not participate in the activities that led to the financial crisis.