Benchmark Discrepancies and Mutual Fund Performance Evaluation

Co-authored with Martijn Cremers and Jon Fulkerson

Journal of Financial and Quantitative Analysis, forthcoming


Can Mutual Fund Stars Still Pick Stocks?: A Replication and Extension of Kosowski, Timmermann, Wermers, and White (2006)

Critical Finance Review, forthcoming


Challenging the Conventional Wisdom on Active Management: A Review of the Past 20 Years of Academic Literature on Actively Managed Mutual Funds

Co-authored with Martijn Cremers and Jon Fulkerson

Financial Analysts Journal, 2019

Lead article

Presentation at the Investment Adviser Association's 2018 Leadership Conference


Portfolio Concentration and Mutual Fund Performance

Co-authored with Jon Fulkerson

Journal of Empirical Finance, 2019

Lead article


Mutual Fund Liquidity Costs

Co-authored with Jon Fulkerson

Financial Management, 2017

Special Presentation at FMA 2017 Meeting − Best Papers in Financial Management


Volatility and Mutual Fund Manager Skill

Co-authored with Bradford Jordan

Journal of Financial Economics, 2015

CFA Digest Summary


Liquidity and Flows of U.S. Mutual Funds

Co-authored with Paul Hanouna, Jon Novak, and Christof Stahel

US SEC Division of Economic and Risk Analysis White Paper, 2015


Average Funds Versus Average Dollars: Implications for Mutual Fund Research

Co-authored with Christopher Clifford and Bradford Jordan

Journal of Empirical Finance, 2014


Predictability in Bond ETF Returns

Co-authored with Jon Fulkerson and Susan Jordan

Journal of Fixed Income, 2014


Return Chasing in Bond Funds

Co-authored with Jon Fulkerson and Bradford Jordan

Journal of Fixed Income, 2013


Do Absolute Return Mutual Funds Have Absolute Returns?

Co-authored with Christopher Clifford and Bradford Jordan

Journal of Investing, 2013

CFA Digest Summary