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Long/Short Equity Portfolio Construction

Long/Short Equity Portfolio Construction

by Steven Quimby | Apr 9, 2021 | Equities, Portfolio Construction, Process Alpha

Delivering The Long/Short Equity Portfolio Your Investors Want Summary: The equity long/short space is a very large but extremely competitive portion of the hedge fund universe. Different long/short equity portfolio strategies such as long-bias or pure market-neutral...
The Impact of Portfolio Constraints

The Impact of Portfolio Constraints

by Steven Quimby | Mar 25, 2021 | Portfolio Construction, Process Alpha

The Impact of Portfolio Constraints Summary: Very few fund managers really understand the impact of portfolio constraints on their ultimate results. While they spend a great deal of time and analytical effort on understanding their alpha ideas, comparatively little is...
The 3 Cs for Setting Portfolio Constraints

The 3 Cs for Setting Portfolio Constraints

by Steven Quimby | Mar 8, 2021 | Asset Management, Portfolio Construction, Process Alpha

The 3 Cs for Setting Portfolio Constraints Summary: Many fund managers have bad experiences using systematic portfolio construction tools because they ask the wrong question. Without a well-defined portfolio construction problem definition they end up with a...
Candidate Portfolio Analysis

Candidate Portfolio Analysis

by Steven Quimby | Jan 19, 2021 | Portfolio Construction, Process Alpha

SFT’s Candidate Portfolio Analysis Summary: Fund managers often have an incomplete view of the key drivers of P&L in their portfolio. As a result it is difficult to pinpoint what they’re good at and where they can improve. Sherpa Funds Tech created the...
The Risk Quality Graph

The Risk Quality Graph

by Steven Quimby | Feb 21, 2020 | Portfolio Construction, Process Alpha, Risk Management

A Better Way to Look at Portfolios Summary: Fund managers lack quality tools to visualize their portfolio and understand its key drivers. Sherpa Funds Tech created the Risk Quality Graph as a tool to help managers understand simplify complex portfolio construction by...
Robotics Theme Systematic Portfolio

Robotics Theme Systematic Portfolio

by Steven Quimby | Feb 5, 2020 | Asset Management, ORS Systematic Thematics, Portfolio Construction

ORS Systematic Robotics Portfolio Summary: Systematic portfolio construction techniques can help institutional investors build better thematic investment portfolios. In this example we create a long-only Robotics portfolio using the Sherpa Systematic Process and...
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