by Dave Witkin | Jan 24, 2018 | UpClose
Why active management makes optimal portfolios easier to create In his 2011 best seller titled “Thinking, Fast and Slow,” Nobel Prize–winning author Daniel Kahneman explains how people form opinions from complex information, saying, “It is the...
by Dave Witkin | Oct 25, 2017 | UpClose
The impact of sequencing and volatility on portfolio value. Returns, risk, pricing models, optimal portfolio construction—there are so many facets of effective investing and portfolio management. As busy as most of us are, who has time to really dig in...
by Dave Witkin | Aug 13, 2015 | UpClose
“And in this corner, the master of momentum, the man who put the ‘T’ in Turtle, we have Richard ‘Breakout’ Dennis! And in the other corner, the ruler of reversion, Larry ‘Buy the Bounce’ Connors!” Ding, Ding, Ding! As the fighters begin dancing around...
by Dave Witkin | Sep 18, 2014 | UpClose
Understanding the “seasonal performance” of actively managed strategies using market type. Imagine you like to hike and you live in a region where the weather can change quickly. When you go out in early summer, how do you know what to take with you? Do...
