Purpose of why and how we invest…
- intellectual challenge of putting to practice all I’ve learned;
- foray into active stock picking
- constructing an aggressive, high risk sleeve as part of a “barbell”-type “bucket” personal asset allocation
- experiment to see whether the academic and practitioner theories could work in an optimal combination in the complex real world
The Funds
“To achieve strong risk-adjusted returns and grow/ preserve capital through investing in global markets with an data-driven, evidence-based, yet simplified process”.
- Valedictory Fund I: to combine my experience in asset allocation, portfolio construction, manager research, institutional endowment style of investing with individual, retail products.
- Valedictory Fund II: to proxy private equity investments with undervalued micro-cap stocks, combining the well-researched factor premiums.
Beneficiaries and Audience
- Our investors, current and future
- Our firm
- Results:
- strong risk-adjusted returns on capital to grow or preserve
Core Activities:
- investing in global markets in a transparent, repeatable, data-based process
Resources:
- low cost ETFs/ passive mutual funds, active mutual funds, CEFs, small cap stocks