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Manager & Investment Selection
MONEYBALL INVESTING: THE REAL REASON SWINGING FOR THE FENCES IS BAD FOR YOUR PORTFOLIO
This piece is approved to use with clients.
One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts discussing various players’ abilities. They note a player’s “classy” swing and then move on to his girlfriend’s looks for an assessment of his in-game proficiency. It’s both darkly humorous and a sly indictment of the flawed mechanics by which scouts judge players.
Investing Ideas
THE ARITHMETIC OF ASYMMETRY
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Anyone who has played a casual game of darts, say, at a bar or in the basement, knows an overarching rule of the game: it gets harder as it progresses. While rule systems vary, most games start with a wide-open board full of possibilities. But then, by the end, you’re aiming for the Double 18 and only the Double 18 to win. In short, it’s a game of precision that seems easy at first but becomes very, very hard by the end.
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Investing Ideas
Why the Time Is Right to Consider Investing in Emerging Market Local Debt
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In the post-COVID landscape, EM local bonds can play an important role in portfolios as a potential income-generating growth asset.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Investing Ideas
A Broader Tilt to Value
Value stocks, including those outside the U.S., have cheap valuations and could benefit from an improving economic environment.