(Rewind) Why Active Investment Management Fails with Andrew Berkin, PhD

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Recorded22 May 2025

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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.In this rewind of a popular episode, Andrew Berkin, PhD - head of research at Bridgeway Capital Mangement and author of The Incredible Shrinking Alpha - joins the podcast to discuss why active investment management fails, and why you're unlikely to get the outperformance you're looking for. Evon and Andrew dive into:Research behind why active management fails - both for individual investors and professional managersWhat an "efficient market" means, and why stock markets are efficientWhat is passive investing? Why passive investing goes beyond index fundsWhat investor SHOULD focus on, if not trying to actively pick investments.And so much more!Andrew brings so much wisdom and expertise to the conversation. Hopefully this helps optometrists better understand their own investment approach and why it may or may not make sense.And hopefully it encourages you to take an evidence-based, research-based approach to investing, just like you might take an evidence-based approach to optometry.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected] out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Andrew Berkin, PhD - Bridgeway Capital ManagementPerspectives - Bridgeway Capital ManagementThe Incredible Shrinking Alpha bookYour Complete Guide to Factor-Based Investing bookSPIVA Active vs. Passive ScorecardSPIVA US Persistency ScorecardThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

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