In last week’s post I talked about a new fund – QSPIX from AQR. It is a long/short fund that seeks to capture four style premiums across multiple asset classes and countries. Since the return of this fund is derived from sources different from...
Read moreIs This New Mutual Fund A Game Changer? Part 1
I spend a lot of my time reading new research papers and evaluating new investment products. 99% of new investment products fail to meet my high bar as something I will put my client’s money in. My due diligence process is very thorough. It...
Read moreA Review of Style Premiums
It has been said that diversification is the only “free lunch” in investing. I’ve found that most investors have a poor understanding of what it means to maximize their diversification. The first level of diversification is across asset classes...
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