• Weekly Research Briefing:
    Time to Break Some Test Tubes

    March 30, 2020

    Nurses and doctors are saving lives on the front lines. Governors are shutting down their states to prevent community spread. Congress and the Federal Reserve have bought the U.S. economy a few months of life.

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  • The Importance of Downside Protection

    Article: The Importance of Downside Protection

    Investors often forget the crucial role that downside protection plays in determining long-term outcomes. In fact, the ability to pare back losses during the inevitable downturns that come with investing, as hedged equity strategies can provide, may actually matter more to the end goal than eking out every bit of a bull market’s gains.

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  • The Math of a Big Loss

    The Math of a Big Loss

    The numbers are in—and stark. An individual decides to retire after a lifetime of hard work just as the market falls. An investment portfolio subject to market returns would therefore be negatively impacted, and the potential outsized effect could come as a shock.


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  • Is Your Portfolio Prepared for a
    Market Drawdown?

    Is Your Portfolio Prepared for a Market Drawdown?

    Humans seem hard-wired to emphasize offensive gains—both in investing and sports. Basketball games are remembered by fast-break slam dunks, not the steals that create them. Investing is no different. Bull markets command attention causing investors to focus more on the gains in their portfolios, and less on the portfolio’s ability to protect, in the event of a market drawdown.


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  • How Exposed is Your Long/Short
    Equity Manager?

    Understanding Net Exposure

    Investors in long/short equity funds should know exactly how much equity exposure they are taking in order to judge their true equity risk across their diversified portfolios.



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