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Aapryl Perspectives

 

Meet the Jetsons

Meet George Jetson. His Boy Elroy. Daughter Judy. Jane his wife. The Jetsons was a favorite cartoon of mine. Even though it was originally created in 1962-1963, I was able to connect to the characters and imagine what the future might hold. They didn’t get everything correct and that wasn’t the point of the show. […]

Trick or Treat? Good or Bad? Skilled vs Lucky Investing

Halloween is coming soon. For all kids, it’s a fun time where your parents let you eat lots of candy. As a child, I played along even though I really don’t like candy. I know, weird. I’ve told people that you could fill a room with all the candy in the world, I wouldn’t touch […]

“Where have you been all my life?” Returns-Based Makes The Picture Clearer

My team at Xponance runs multi-manager products. We were frustrated with what was available to analyze performance. Holdings-based analytics didn’t give us the full picture. I remember one asset manager that pitched us that their product was defensive. According to their holdings, it seemed to track, but using returns-based analytics we determined what they were […]