by Derek Hernquist | Oct 20, 2021 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to record and...
by Derek Hernquist | Oct 14, 2021 | Market Updates
“I argue that cost-effective risk mitigation, when done well, doesn’t just take you out of risk, but actually allows you to take on more risk.” Mark Spitznagel We’d tweak “take on more risk” to “pursue more return” but...
by Derek Hernquist | Oct 6, 2021 | Market Updates
You’ve probably heard us say we like to “own” volatility. Or that we use “volatility an asset class”. What do we mean by that? First, let’s think about what a client is trying to accomplish. Pursuing or preserving the comfort that...
by Derek Hernquist | Oct 5, 2021 | Blog
As we ramped up our portfolio consulting services a few years back, we noticed the opportunity advisors had if they were able to integrate individual securities into portfolios. Limited by SMA fees and trading costs, these were generally exceptions for larger...
by Derek Hernquist | Jul 23, 2021 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to record and share...
