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Quality Quality, unlike value, is not a separate factor. But value investing conditioned upon well-chosen quality indicators is a powerful investment strategy.
Watch: The Fundamentals of the Fundamental IndexThe Fundamental Index™ strategy—now boasting a 10-year track record of actual results—has transformed equity investing in the United States and around the world. See and hear how it works and why it might be a sensible choice for your portfolio.  ​​​​​
Peak ProfitsAfter recovering from the commodity-induced profits recession, aggregate market EPS should advance in the decades ahead much more slowly than the unsustainably rapid rate of the past 25 years.

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The Confounding Bias for Investment ComplexityComplexity can dampen investor understanding, leading to poor investment decision making and ultimately derailing long-term financial goals—yet the bias toward investment complexity persists, reinforced by explanations that are behavioral in nature.
Elegant DesignIn product design, the AND principle means building in desirable features without the trade-offs that conventional thinking considers inevitable. Case in point: an equity income index holding liquid, quality stocks with high dividend yields.​
Forecasting Returns: Simple Is Not SimplisticThe value of a forecasting model is that it improves on the alternative models available and classifies the forecaster’s knowledge of asset classes into an economically intuitive framework for building portfolios. A yield-based model is simple, but it checks both boxes.

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