Finance Faculty Media Mentions

In an article for CFA Institute's Enterprising Investor blog, Finance Professor Derek Horstmeyer and student Zihan Chen investigate whether index funds with lower tracking error have better or worse post-tax performance.

In a column for the Wall Street Journal, Finance Professor Derek Horstmeyer tests a strategy of shifting your holdings based on P/E levels.

Finance Professor Derek Horstmeyer is quoted in this Fortune article.

In this piece for CFA Institute's Enterprising Investor blog, Finance Professor Derek Horstmeyer and students Zihan Chen and Yuyi Shi examined the relationship between where bitcoin mining was conducted and how the performance of the local equity markets correlated with bitcoin prices. 

Finance Professor Derek Horstmeyer and student researchers look at the difference in posttax returns between mutual funds and exchange-traded funds in this Wall Street Journal column. 

Finance Professor Derek Horstmeyer shares insignts about IRAs in this piece for TheStreet.com.

Stocks that end up in a short squeeze tend to exhibit two well-known determinants: They have high short interest and are thinly traded. But do other factors come into play? Finance Professor Derek Horstmeyer and students Tao Wei and Junchen Xia wondered whether certain macro conditions might correlate with greater numbers of short squeezes or if short squeezes were more common in particular sectors and shared their analysis in CFA Institute's Enterprising Investor Blog.

Many investors assume the best mutual funds for their taxes are the funds with the least trading. But that isn’t always the case. Finance Professor Derek Horstmeyer explains in an article for the Wall Street Journal.

For a technology that many anticipate will transform investment management, artificial intelligence remains a black box for far too many investment professionals. In an article for CFA Institute's Enterprising Investor Blog, Finance Professor Derek Horstmeyer, along with students Nicholas Guidos and Lance Nguyen, bring some clarity to the subject by zeroing in on one particular AI equity trading model.

Tech got trounced in 2022, and while 2023 looks a bit brighter, there won't be a return to endless gains and unlimited enthusiasm for the space. Finance Professor Derek Horstmeyer comments on common phenomenons in Growth Stocks in this Markets Insider piece.