Category: Education

05 Nov 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: October

And we’re back…. After stocks took a breather from their meteoric rise in September with some losses – ALL asset classes came roaring back in October, with US Stocks, Real Estate, and Commodities all up above 5%, and everyone else pulling their weight. Even bonds. We’ll see how the last two months of the year […]

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05 Oct 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: September 2021

Well, that was interesting! The first “real” down month for stocks in about a year saw US stocks drop -4.66% alongside world stocks and real estate. On the other side of the coin, managed futures rode a big move higher in commodities to post a small gain, while those commodities themselves were back at it […]

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28 Sep 2021

How are Endowments Posting the Eye Popping Returns

If you haven’t seen some of these Endowment returns over the past “year” being reported recently… take note: Duke University’s endowment returned 56% in fiscal 2021, the latest U.S. college to post eye-catching gains thanks to soaring public markets and investments in private assets https://t.co/xt5ZTwZhjI — Bloomberg Markets (@markets) September 25, 2021 Here’s the InsideHigherED […]

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14 Sep 2021

What is Return Stacking?

A new paper by Rodrigo Gordillo and Adam Butler of Resolve Asset Management and Corey Hoffstein of Newfound Research is out this week, purporting to add a new term to the investing lexicon – “Return Stacking.”   What? What is return stacking, and what are stacked returns? Well, you can download the full paper here […]

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08 Sep 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: August 2021

Welcome to the dog days of summer… unless you’re U.S. equity markets, which again posted a new all-time high. That’s seven months in a row of relatively straight-up action for equities. When will it end and How will it end? are the questions on everyone’s mind. Elsewhere, Commodities took a little hiatus, along with bonds […]

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01 Sep 2021

The Cockroach Fund, Congratulations, and Collaboration

While there are articles about 12-year-olds making millions minting NFTs these days – it’s good to know there may still be a place for good old-fashioned hard work. Enter Jason Buck and Taylor Pearson of Mutiny Funds (www.mutinyfund.com), who successfully launched their newest venture – the Cockroach Fund. Running an asset management firm is no […]

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