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Evensky, Harold
June 2008
Journal of Financial Planning;Jun2008, Vol. 21 Issue 6, p32
Academic Journal
The author comments on several articles concerning investment and financial strategies. He states that Gordon Fowler's paper "Understanding 130/30 Equity Strategies" helps clarify how equity strategies can help active managers focus on their skills while de-emphasizing things they are unskilled at. He mentions Martin Leibowitz and Anthony Bova's article "Active 130/30 Extensions: Alpha Hunting at the Fund Level" and states that the paper provides a detailed and insightful discussion of alpha extension strategy's key features and ways they provide opportunities for alpha enhancement. He comments on André Perold's paper "Fundamental Flawed Indexing" and how Perold is persuasive in his argument over fundamental flaws in fundamental indexing.


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