Browsing Category
Alternative Investments
249 posts
Picton Mahoney: What a Difference a Year Makes
by David Picton and Team, Picton Mahoney Asset Management Overview Stock markets have rallied dramatically over the past…
How Much Time Do You Spend on Portfolio Construction?
Special to AdvisorAnalyst.com Financial advisors have an incredibly tough job to do. They need to excel at gathering…
Picton Mahoney: Building the Bubble
by David Picton and Team, Picton Mahoney Asset Management The combination of unprecedented monetary stimulus, ongoing fiscal support…
The Zombies are Coming
by Niels Clemen Jensen, Absolute Return Partners Department stores are relics of the past. JC Penney has been…
Picton Mahoney's Eloquent Television Campaign
Canadian alternative asset manager, Picton Mahoney Asset Management, has launched a new television campaign with the help of…
Picton Mahoney Q4 2020 Quarterly Update – "Full Steam Ahead (Almost)"
by David Picton and Team, Picton Mahoney Asset Management The coronavirus forced a global recession. Massive monetary and…
Picton Mahoney Q3 2020 Investment Review and Outlook - What's the Plan?
by David Picton and Team, Picton Mahoney Asset Management As the world continues to grapple with the COVID-19…
Alts get a B+ this bear
by Craig Basinger, Chris Kerlow, Alexander Tjiang, Derek Benedet, Richardson GMP Everyone likes the sound of something that…
Picton Mahoney – Investment Review and Outlook: The GFC Playbook for the War on COVID-19
by Picton Mahoney Strategy Committee Published April 23, 2020 Our Quarterly Review and Outlook is designed to provide…
Making the Most of Merger Arbitrage
by Stuart Davies, AllianceBernstein Merger arbitrage can create highly attractive returns. But there’s a big problem: hedge-fund managers…
Closing the Gap: Why Infrastructure Investing is at a Tipping Point
“Everybody talks about the weather, but nobody does anything about it.” by Steve Bonnyman, MBA, CFA®, Co-Head of…
Enhancing the 60/40 with Alts
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, RichardsonGMP Modern Portfolio Theory has its foundation in the…
Is the 60/40 Portfolio Dead?
David Picton, President and Portfolio Manager, Picton Mahoney Asset Management, joined us at the CETFA Mindpath ETF Conference.…
Picton Mahoney CEO Talks Liquid Alts and Late Cycle Portfolio Construction
David Picton, CEO of Picton Mahoney, joins BNN Bloomberg's Catherine Murray for a look at why the firm…
