Article Archive: Jeffrey Ptak, CFA

Title Collection Author Date
Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value) Investing Specialists Jeffrey Ptak, CFA 08/21/19
Want to Test Your Managers' Mettle? Ask Them to Work Backward Fund Spy Jeffrey Ptak, CFA 08/20/19
Is My Fund a Liquidity Trap? Fund Spy Jeffrey Ptak, CFA 07/15/19
Looking Forward to Changes to Our Forward-Looking Ratings Fund Spy Jeffrey Ptak, CFA 07/08/19
How Morningstar's Fund Ratings Have Performed Fund Spy Jeffrey Ptak, CFA 06/18/19
Vanguard's Buckley: 'There's No One Even Close to Us' Investing Specialists Jeffrey Ptak, CFA 05/24/19
Highland Global Allocation Fund Failed Shareholders Fund Spy Jeffrey Ptak, CFA 05/14/19
Outstanding Stewardship: The Vanguard Group US Videos Jeffrey Ptak, CFA 05/09/19
Think Twice Before You Ditch That Laggard Fund in Your Portfolio Fund Spy Jeffrey Ptak, CFA 03/19/19
Clean-Up: How Fee Bundling Kills Performance Fund Spy Jeffrey Ptak, CFA 02/18/19
Bogle on How Advisors Can Best Serve Clients US Videos Jeffrey Ptak, CFA 01/17/19
Relentless: Remembering Jack Bogle Commentary Jeffrey Ptak, CFA 01/17/19
The Active Stock Fund Slump Explained Fund Spy Jeffrey Ptak, CFA 01/15/19
Quit Chasing Unicorns: Consistent Fund Performance Is Overrated Fund Spy Jeffrey Ptak, CFA 12/18/18
Why Active Funds Have Outperformed in Theory But Fallen Short in Practice Fund Spy Jeffrey Ptak, CFA 11/19/18
The Mutual Fund Industry Is Shrinking. And That's OK. Fund Spy Jeffrey Ptak, CFA 10/29/18
Are Falling Fund Fees Too Much of a Good Thing? Fund Spy Jeffrey Ptak, CFA 09/24/18
Another Lesson on Why Taxable Money in Active Stocks Is a Bad Idea Fund Spy Jeffrey Ptak, CFA 08/27/18