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Profitability Premium: Risk-based or Behavioral?

When implementing quantitative investment strategies, it is generally believed that you should understand the economic rationale of why a...

Introduction Although many early career private equity professionals fall into the HENRY (high-earner-not-yet-rich) category, the access...

Proposed Tax Changes (with thanks to Akram and Associates) On September 15th, the House Ways and Means Committee approved its sections of...

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

A key pillar of Invariant’s investment philosophy is that “Behavioral mistakes can derail even the best investment plans and strategies.”...

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

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

The first tenet of Invariant’s investment philosophy is “The primary determinants of investment success are appropriate asset allocation...

Creating a financial plan is the first step toward building a successful Advisor/Client relationship – mapping the investment strategy...