Section

Market Neutral

19 posts

Fragile Convictions, Fortified Portfolios: PICTON’s Playbook for a Market Built on Hope

“We don’t think it’s a bull market... we think it’s very prudent to focus on much better diversification within portfolios.” — David Picton, President & CEO, PICTON Investments

JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog

The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…

Taming Volatile Markets: “In times of crisis, all correlations go to 1”

Mutiny Fund’s Jason Buck likes to say, “I can show you a picture of a snake, but if I throw a snake in your lap, you’re gonna have a very different reaction.” It’s a quote he loves, coined originally by Jason Zweig.
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