Fair warning, I am confident the topic I will cover today will blow your mind and hopefully cause you to question much of what you have learned about investing. I am being perfectly serious. What I am about to show you, flips the common investing wisdom upside-down. The concepts I lay out in this Investing Insight are at the foundation of my investing philosophy and the driving force behind 3Summit’s innovations in portfolio design and management. I hope the investing secrets I am going to share with you today inspire and inform your investing process as much as they have mine.

Markets have been more volatile lately and we may be in the final innings of a long bull market. The current market conditions make for a great time to discuss trend following and the many benefits they add to a diversified portfolio, especially in challenging markets.

Fair warning, I am confident the topic I will cover today will blow your mind and hopefully cause you to question much of what you have learned about investing. I am being perfectly serious. What I am about to show you, flips the common investing wisdom upside-down. The concepts I lay out in this Investing Insight are at the foundation of my investing philosophy and the driving force behind 3Summit’s innovations in portfolio design and management. I hope the investing secrets I am going to share with you today inspire and inform your investing process as much as they have mine.

In this quarter’s podcast we go into detail about a specific type of quantitative investment strategy called trend following. Designing and managing trend following strategies is a core competency of 3Summit Investment Management. We believe trend following strategies add significant value to portfolios in terms of both improving potential returns but also in managing downside risk.

Markets have been more volatile lately and we may be in the final innings of a long bull market. The current market conditions make for a great time to discuss trend following and the many benefits they add to a diversified portfolio, especially in challenging markets.

This episode discusses ETF's. What they are, how they compare to mutual funds and how ETF's can be used to implement sophisticated quantitative investment strategies.

This episode discusses ETF's, what they are, how they compare to mutual funds and how ETF's can be used to implement sophisticated quantitative investment strategies.