Asset management is what we do — and this is How We Think.
The Secret Ingredient To Managing Taxes
People seem to love to shorten language into acronyms. FAANG, CAGR, EPS – and now we even have DOGE! – need I say more?
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
- Taxes
The Secret Ingredient To Managing Taxes
Managing the Self-Destructive Behavior Of Clients
November 13, 2024
Financial advisors must manage client assets and client expectations. The latter can be the most difficult, but trend following can help.
What 200+ Years of Data Teaches About Market Concentration
October 16, 2024
Market concentration is normal and cyclical, though leadership in the market changes over time. The Magnificent Seven of today might not be the leaders of tomorrow, but trend following is designed to adapt, allowing for a natural rotation into new market frontrunners.
How Trend Following Handles Market Shocks & Drawdowns
September 20, 2024
Systematic investing seeks to ignore price shocks when they are market noise, but react in advance to those that are part of a long-term bear market.