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You can’t improve what you can’t see – Communicating Portfolio Construction

You can’t improve what you can’t see – Communicating Portfolio Construction

by Richard Waddington | May 18, 2022 | Asset Management, Portfolio Construction, Position Sizing, Risk Management, Stocks

Portfolio Managers need to balance many competing objectives and constraints while expressing their views across a large number of assets. This is a complex problem and it is hard to find a way of showing that the solution (the invested portfolio) meets these...
Why Portfolio Construction Matters 

Why Portfolio Construction Matters 

by Steven Quimby | Apr 11, 2022 | Portfolio Construction, Process Alpha

Do You Understand Why Portfolio Construction Matters? Traders often say the right idea at the wrong time is as bad as the wrong idea. Similarly, a poorly constructed portfolio of good ideas can destroy most, or even all, of the alpha in a PM’s stock selection. Despite...
Front Office Asset Management Requires 2 Distinct Skills

Front Office Asset Management Requires 2 Distinct Skills

by Richard Waddington | Feb 11, 2022 | Portfolio Construction

In the world of Asset Management, the Portfolio Manager is King. I write ‘King’ as it remains a profession dominated by men: according to Morningstar, 86% of portfolio managers in 2021 were men, a proportion that has remained unchanged for 20 years.   This blog is not...
Know Your Factor Risk Bets

Know Your Factor Risk Bets

by Steven Quimby | Jun 23, 2021 | Portfolio Construction, Process Alpha, Risk Management

Know Your Factor Risk Bets Summary: Residual factor risk is a critical consideration in the portfolio construction process. The reversal of long-standing factor trends in 2020 and 2021 have underlined the importance of Knowing Your Factor Bets. Factor shocks can...
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...
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  • You can’t improve what you can’t see – Communicating Portfolio Construction
  • Why Portfolio Construction Matters 
  • Front Office Asset Management Requires 2 Distinct Skills
  • Know Your Factor Risk Bets
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