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Active v Passive – A False Choice

The active vs passive debate continues unabated in the financial media. Passive strategies continue to accumulate assets while active strategies lose them causing many to proclaim that active investing is dead. Let’s take a step back and try to separate... more »

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A New Way to Unlock Investment Success

The very nature of making investment decisions is difficult – an investor can only evaluate an investment based on historical returns and/or credibility. Yet both of these attributes are poor predictors of what the investor is actually paying for –... more »

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Why Smart Alpha is the Cure for Passive Management Problems

The following article was published on Absolute Return, October 15, 2015.   There is a reason for the adage “you get what you give.” It’s true. Across most facets of life, actively pursuing goals and taking risks reaps reward. Investing... more »

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AlphaClone CEO Discusses Next Generation ETFs with Barron’s

AlphaClone CEO, Maz Jadallah, participates in roundtable discussion on “smart beta” startegies hosted by Barron’s.      

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Find the Pattern

We’re not really seeing the results we want from our hedge fund allocations, we’re going to focus on accessing active managers through cheaper vehicles. We’re not really seeing the results we want with our active manager allocations, we’re going to... more »

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Retirement Advice From Warren Buffett

Earlier this year, during an interview on CNBC, Warren Buffett commented on how he would like his wife and her trustees to invest the cash she would inherit upon his death. The advice made waves because it was shockingly simple:... more »

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Dynamic Hedge Trigger Analysis 1950-2015

"Since the market has a upward trending bias - the less you hedge and still offer protection during multi month drawdowns, the better."

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Why We Hedge – The AlphaClone Dynamic Hedge

When I joined the AlphaClone team a month ago, it never occurred to me that my first blog post would be about our unique Dynamic Hedge.  But markets are notoriously unpredictable and that’s exactly why we use one. Perhaps the... more »