07 Jan 2025

Return Stacking: From Theory to Practice – A 2024 Perspective

Remember back in 2021 when Rodrigo Gordillo (@RodGordilloP), Adam Butler (@GestaltU), and Corey Hoffstein (@choffstein) introduced us to “Return Stacking“? What started as an intriguing whitepaper has blossomed into something much bigger, transforming how many of us think about portfolio construction. Let’s dive into how this concept has evolved and why it matters even more […]

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18 Dec 2024

Where do stocks go from here?

As Ferris Bueller famously said, “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.”   In that spirit, we thought we’d take a minute and look around at this impressive stock market we’re in. The stock market has been absolutely roaring. The S&P 500 is […]

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10 Dec 2024

What’s on Allocators Minds

Our Managing Director & Partner, Jeff Malec, recently shared his perspective on “What Allocators Look For in Evolving Managers” at an industry event, which led one audience member to say you should put that up in a blog.  Voila.. Here you go: The Evolution of Portfolio Construction Gone are the days of the one-size-fits-all alternative […]

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04 Dec 2024

Asset Class Scoreboard: November 2024

The November asset class scoreboard paints a nuanced picture of the investment landscape in the wake of the recent election. Concerns about potential political instability or market volatility proved unfounded, as the democratic process unfolded with integrity, allaying previous anxieties. In fact, U.S. equities rallied to new all-time highs, reflecting the market’s confidence in the […]

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25 Nov 2024

Meet Jeff: A Journey Through the Futures Industry

Take us back to your early days – what drew you into the futures industry, and what memories stand out from your time as a clerk in the bond futures pits? “There weren’t many employers clamoring for philosophy majors coming out of college. But a conversation with a family friend in Chicago changed my trajectory. […]

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