Category Archives: Investment Philosophy

Beware “geniuses”

Posted on August 15, 2010 by Rick Lesan, CFA

I just came across this short piece that quotes six well-known investment gurus who have been exceptionally wrong about US Treasuries (Julian Robertson – hedge fund guru, Nassim Taleb – author of The Black Swan, Marc Faber – investment newsletter … Continue reading →

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Myths about asset allocation

Posted on June 16, 2010 by Rick Lesan, CFA

I wanted to forward along the attached article, 5 Myths About Asset Allocation, from Forbes that a friend and colleague forwarded to me earlier today.  I think it does a terrific job of pointing out some of the common misconceptions … Continue reading →

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Thoughts from the frontier…and John Bogle

Posted on January 19, 2010 by Rick Lesan, CFA

Happy 2010 everyone, I know I’ve been silent for a while – I just thought I would respect everyone’s holiday period and allow you to get your new year comfortably started before bombarding you with things to think about regarding … Continue reading →

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Are they good or just lucky?

Posted on December 2, 2009 by Rick Lesan, CFA

Today I was reminded of a research paper by a couple of my favorite academics that helps validate the intellectual foundation of our investment philosophy at Frontier.  The study is called “Luck versus Skill in the Cross Section of Mutual Fund Returns” and is … Continue reading →

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