Investment Diversification, Part II

Diversification Video, Part II Before watching part II, please watch Alex’s Diversification, Part I Video.  In Part I, Alex Duty, CFA, CIPM, discusses the functionality of diversification. Alex speaks about investment strategies and the science of a...

The Debate Over Dividend Stocks

The Debate Over Dividend Stocks Alex Duty, our portfolio manager, wrote a great white paper on dividend investing. Dividend investing is a popular strategy and one we come across from incoming clients.  Alex’s position is that dividend stocks only earn abnormal returns due to their value tilt, not...

Investment Diversification, part I

Investment Diversification, part I Diversification Video, part I Join Alex Duty, CFA, CIPM, as he delves into the functionality of diversification. Learn more about investment strategies and the science of a well-diversified fund. Using Alex’s knowledge, one can better understand and achieve...

Are Hedge Funds Really Uncorrelated?

Are Hedge Funds Really Uncorrelated? According to Simon Lack of SL Advisors, and author of The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True, “[uncorrelated returns] is what hedge funds try to provide,” but does today’s hedge fund universe really even accomplish this basic...