Section
Trend Following
4 posts
Fortifying Portfolios in Uncertain Times: Lessons from Picton Mahoney
In equity and bond markets increasingly punctuated by volatility and unexpected economic events, the traditional investment framework is…
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...
The Art of Patient Diversification: Lessons from Meketa and Mutiny
Investing is a balancing act, a constant tension between risk and reward, fear and greed, offense and defense. Two distinct voices in the investment world
Building a better portfolio with trend-following strategies
by Jason Zhang, CFA, Portfolio Manager, SLGI Asset Management Inc. In my previous article, I explained how adding…
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.
