Tony Davidow is a man on a mission, carrying his message of fundamental indexing wherever he goes.
Tagged with the title of “The Equal Weight Evangelist” in the pages of Investment Advisor magazine in 2011, Davidow recently departed his post as portfolio strategist and head of the ETF Knowledge Center for Guggenheim Investments to join the Schwab Center for Financial Research as its alternative beta and asset allocation strategist.
The Schwab Center for Financial Research’s roster of experts includes stock and bond experts who are regularly cited by the media on investing issues. Familiar names on the roster include chief investment strategist Liz Ann Sonders, market and sector analyst Brad Sorensen and fixed-income strategist Kathy Jones.
Research from Charles Schwab & Co.’s Resource Center can be found here.
Since Schwab came calling late last year and he joined the firm in January, Davidow has spent a lot of time quietly working on white papers about fundamental weighted exchange-traded funds—he compares the Center for Financial Research to a think tank—but in a recent conversation with AdvisorOne, he said he looks forward to getting back on the conference circuit and getting the word out about fundamental indexing. His audiences will include both retail and institutional investors.