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Drawdown Profiles of Simple U.S. Stock/Bond Allocations – Jan 1972-May 2021

One of my favorite heuristics for determining an investor’s willingness to take risk and, subsequently, an appropriate asset allocation,...

Concentrated positions, whether publicly traded or privately held, have implications on clients’ financial plans. They can arise from...

A key pillar of Invariant’s Investment Philosophy is that portfolio management and financial planning need to work together. It sounds...

Factor Investing: The Profitability Factor This post will introduce Invariant’s large cap U.S. single stock strategy – Profitability...

Advisors often outsource the investment management portion of their business to focus on their areas of expertise. When deciding whether...