Enterprising Investor
Practical analysis for investment professionals

Brian F. Lomax, CFA, CAIA

3 Posts

Biography

Brian F. Lomax, CFA, CAIA, is a senior portfolio manager at Wealth Enhancement Group managing portfolios with a focus on large-cap equities and investment-grade bonds. He has been in the asset management industry since 1992 and has run portfolios with a wide range of mandates. Lomax has a bachelor of commerce degree from Queen’s University in Canada.

Author's Posts
Equity Income Investing Redux

No doubt the past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback.

Buybacks and Dividends: Sizing the Upswing

Dividends and buybacks are poised for a comeback this year.

Dollar-Cost Averaging (DCA): A Reappraisal

Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.



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