Within the financial services industry, professionals commonly distinguish between two broad classes of services – Institutional vs. Retail. “Institutional” refers to institutions like hedge funds,
Category: Financial Services
The acteve Model Portfolio (aMP) is an actively managed concentrated value portfolio. In the aMP, every aspect of the portfolio is controlled in order to
acteve LLC is an investment advisory firm based on ideas I have previously discussed here, as well as in my book. Unlike the “pooled assets”
This week MU stock gap’ed up ~1,000 bps following two sellside upgrades. Last week CAVM stock gap’ed down ~2,000 bps following four sellside downgrades. Between
In the last chapter of my book I introduced aspirational ideas for asset management. Here I build on those ideas to sketch a conceptual equity
I presented on the topic of Equity Research for Technology Professionals at The Wharton School in San Francisco on Friday, June 3. You can download
The chart illustrates my view of the difference between analysis and insight. Analysis will be the first to be commoditized with advances in machine learning,
The chart shows a few examples of what I would consider proprietary insights. The word “proprietary” signifies that you had to make an effort to
Within acteve’s investing framework there are essentially 4 ways to beat the market. Lets assume for this discussion that you have a genuine need to
Beating the market consistently involves taking a different approach to managing investment risk. Coming up with a framework to think about different types of risks