Asset management is what we do — and this is How We Think.
Offense Also Wins Championships
There’s a common saying in sports: Defense wins championships. The 2025 Super Bowl in New Orleans showed truth in that statement, but it’d be foolish to stop there and totally discount the role of the offense in that game as well.
For those familiar with tactical, systematic, or trend-following investment strategies, it’s well understood that these approaches tend to emphasize defense. “Win more by losing less,” is a mantra ingrained in the DNA of trend followers.
But sometimes, is the best way to win more…by winning more?
Offense Also Wins Championships
Trend Following is the GPS of Investing
January 28, 2025
Trend following can be an investing GPS for financial advisors because it uses algorithms (i.e., rules) to get from point A to point B in an efficient way.
Predictions: The Ugly Sweater Of Financial Markets
January 8, 2025
In the financial markets, the equivalent to the ugly sweater party is the making of market predictions for the year ahead. Sure, it’s fun, they’re cute, and they grab attention. But ultimately, they are useless and thus a waste of time.
The Secret Ingredient To Managing Taxes
December 4, 2024
When it comes to designing portfolio management systems, we think plenty of asset managers and financial advisors think of the acronym as RRE, whereas we believe it has to be RRET: Return, Risk, Execution, AND Taxes.