Section
portfolio management
300 posts
SNAFU: Situation Normal, All-FANGed Up
SNAFU: Situation Normal, All-FANGed Up by Clifford Asness, AQR Capital Management, Inc. One common story making the rounds…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Seven Reasons Active Management Underperformed in 2015
Seven Reasons Active Management Underperformed in 2015 by A. Michael Lipper, CFA, via CFA Institute In 2015, most…
The Active Investing Advantage Depends on Three Fund Manager Traits During Bear Markets – Research
The Active Investing Advantage Depends on Three Fund Manager Traits During Bear Markets – Research Excerpted from Capital…
Forecasting Returns: Simple Is Not Simplistic
Forecasting Returns: Simple Is Not Simplistic by Jim Masturzo, Vice President, Asset Allocation, Research Affiliates Key Points 1.…
Choose The Right Benchmarks
Choose The Right Benchmarks by Bob Simpson, Synchronicity Performance Consultants Special Investment Management Article For Licensed Investment Professionals…
12+ WAYS TO BEAT THE BENCHMARKS
12+ WAYS TO BEAT THE BENCHMARKS by Bob Simpson, Synchronicity Performance Consultants 1. CHOOSE THE RIGHT BENCHMARKS If you…
If You Build It They Will Come.
If You Build It They Will Come. by Bob Simpson I can't get through the movie "Field of…
Value Investing Requires Patience ... a LOT of Patience – Ask Cliff Asness
Value Investing Requires Patience ... a LOT of Patience – Ask Cliff Asness by Welsey Gray, Ph.D., Alpha…
Ray Dalio Interviews
Ray Dalio Interviews A small selection of some great interviews with investing great Ray Dalio, founder of the…
Buy and Hold is Simple, but Far, Far, Far, from Easy
Buy and Hold is Simple, but Far, Far, Far, from Easy by David Merkel, The Aleph Blog I…
How Can I Possibly Plan at Age 30?
How Can I Possibly Plan at Age 30? by Anne Bucciarelli, Wealth Planning and Analysis, AllianceBernstein Planning can…
BRICs, PITs, And PIGS: Go Ugly
BRICs, PITs, And PIGS: Go Ugly by Michael McGaughy, Minority Report In my research and investing I stress…
Understand Your Liabilities Before Getting Serious About Investing
Understand Your Liabilities by David Merkel, Aleph Blog What I am going to write here is half of…
Cliff Asness: Investing success isn't about genius ― it is about having incredible fortitude
Cliff Asness: Investing success isn't about genius ― it is about having incredible fortitude "I used to think…
A Fresh Look at Creating Investment Policy Statements
A Fresh Look at Creating Investment Policy Statements by David Juliano, CLU, ChFC, AIF Recently, I've been pondering…
