Return Stacking: Strategies for Overcoming a Low Return Environment (@RodGordilloP, @choffstein, @GestaltU)
"We describe a way to stack returns by choosing alternative fund managers already engaging in non-correlated, capital-efficient strategies."
info.rcmalternatives.com/return-stacking
"We describe a way to stack returns by choosing alternative fund managers already engaging in non-correlated, capital-efficient strategies."
info.rcmalternatives.com/return-stacking
"How do you endure the ‘line item risk’ of alternatives? How do you participate in the upside of an increasingly overvalued stock market? What value do bonds bring at the zero bound? The answer boils down to some new capital-efficient ETFs & mutual funds."
podcasts.apple.com/us/podcast/res…
podcasts.apple.com/us/podcast/res…
IMO, the authors boil down the benefits of diversification and careful leverage in the simplest way I've seen, such that even the average financial advisor should be able to understand and implement some version of the strategy that's described.
Let's see who actually does it.
Let's see who actually does it.
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