Feb 24, 2026
0. Agenda Shawn (CIO): We are reviewing the design of our AI research platform for the investment team, both the application layer and the underlying infrastructure. Model selection and the pipeline design are progressing, but the discipline at the output layer...
Oct 5, 2024
We assert that market timing profoundly influences the entire architecture of investment strategies. It is structurally at odds with time horizon control—a topic we have recently examined. Yet, every investment must engage in trading to optimize various...
Sep 27, 2024
For any investment portfolios, the investment time horizon is not merely a detail in the broader context of asset allocation—it is a critical factor that fundamentally shapes every aspect of portfolio construction, risk management, and value delivery to...
Jun 13, 2022
What Is Cryptocurrency? Will Crypto Recover? Here’s What You Should Know. I have recently had an opportunity to chat with a person about cryptocurrencies. Just to make sure, we do not provide advice on cryptocurrencies. It is not within our practice....
Apr 10, 2017
We share our perspectives and present five long term historical charts including return on invested capital using Russell 3000, which is made of 3000 large US companies, as determined by market capitalization. This portfolio of securities represents approximately 98%...
Apr 4, 2017
Investment style started to get attention in the mid-90s, and it was used to classify managers’ bias by the groups of type of strategic focus. The typical styles include “value vs. growth”, “domestic vs. international”, and...
