3 Investment Lessons from the NBA Finals
Another National Basketball Association (NBA) season is in the books and it concluded with the same two teams meeting up in The Finals as the prior three years. The Golden State Warriors defeated... Read more
The Last Redoubt of Active Management—Down Markets?
So there I am, at a recent Loring Ward Conference during a break. We’d just wrapped up a presentation on Asset Class Investing that includes a number of slides on the challenges active managers h... Read more
Ho Ho Horrible Holiday Investing Myths
Instead of sitting back with a glass of egg nog and overdosing on Rankin/Bass holiday specials, some investors spend year-end trying to decorate their portfolios with dubious investment ideas. He... Read more
Mean Variance Optimization: Factor-Based or Asset Class-Based Inputs
Working with Dr. Harry Markowitz on the Loring Ward Investment Committee has taught me to never look at any type of change to a portfolio until I’ve done extensive mean variance optimization (MVO... Read more
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- The Effect of Diversification <!----> This blog is from the May issue of Por...
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