• Weekly Research Briefing:
    Some Relief from the Storm…

    March 12, 2018

    Another chaotic week of news, but this time the markets ended at a high point. Gary Cohn’s decision to leave the White House in a disagreement over the tariff decision caused a significant sell-off early in the week. 

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  • Behavioral Bias:
    The Ultimate Bracket Buster

    Agonizing over March Madness picks? Scanning the regular season records and starting lineups to decipher who will surprise and who will choke? The ultimate bracket buster probably isn’t that upstart 12 seed lurking in the bottom of the bracket. A bigger barrier to office pool glory might be in your head.

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  • Managed Futures:
    Complex Strategy, Simple Purpose

    The algorithms underpinning managed futures strategies may be complex, but the strategy’s purpose is simple. In a single word: diversification. The following article shares the basics about managed futures strategies, explaining what they are, how they work, and most importantly, their role as a diversifier within a broader portfolio. 

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  • Defining Alpha...It's Skill Not Excess Return

    Alpha may be a common investment term, but it remains commonly misunderstood. Market observers often define alpha simply as a fund’s outperformance relative to a benchmark. This misconception is not only incorrect, but ignores what alpha truly identifies: manager skill.


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  • Long/Short Equity: Improving Outcomes for Core Portfolios

    Long/short equity funds make up the largest single-strategy alternative mutual fund category, but their popularity hasn’t always translated into proper placement within a portfolio. The primary benefits of long/short equity funds are often underappreciated, and worse yet, the strategy is often square-pegged into an “alternatives” allocation of a client’s asset mix where it may provide less value.

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