The Big Picture

APRIL 28, 2025

From March 2000 to the double lows October 2002 and March 2003, the Nasdaq 100 fell 82.9% (peak to trough). Financial Repression was the rallying cry for underperforming managers. is not what risk managers call a rational trading day. See also Lazy Portfolios rolling returns. It takes a while to change behavior.

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The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. 00:08:50 [Speaker Changed] So how do you go from Altus to ING investing management?

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Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. Guru Model Portfolios. ETF Model Portfolios.

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The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? Is that the clients you’re aiming for?

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Sara Grillo

AUGUST 14, 2023

She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

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The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities.

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Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Since 2003, this portfolio has returned 1,113.1% , outperforming the market by 642.2%.

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