Excellence in Systematic Investing
Following a renaissance in academic research on the behavior of markets, Christians are awakening to their responsibility for stewardship.
- 01
Integrity comes first.
We deliver the best ideas in academic finance while respecting human life and dignity.
- 02
Markets work.
Rather than “beating” markets, investors should endeavor to efficiently capture the market return.
- 03
Tilts can improve outcomes.
Emphasis on Size, Value, and Profitability can generate higher expected returns than passive indices, with diversified risk exposure.
- 04
Hold low-cost portfolios.
Compounding is powerful, so hold low-cost portfolios.
- 05
Stewardship matters.
Investors can build wealth while engaging with their portfolio in a way that respects and promotes human life and dignity.
Peter J. Weicher, CFA
A portfolio manager whose career was built at Dimensional Fund Advisors and First Trust Advisors, where he worked on systematic strategies and the research behind them.
Read biographyWilliam F. Weicher, J.D., M.B.A.
An attorney whose practice at Sidley Austin covered corporate transactions, private equity, and securities.
Read biography