Brandon Langley

Recent Posts

ESG Investing: Driven by Risk Management & Client Demand (Part 2)

Posted by Brandon Langley on 10/27/20 9:41 AM

There’s been a paradigm shift in our recent conversations with advisors about ESG investing.

Whereas ESG investors previously were thought by some to be anti-capitalist tree huggers, this silly trope has run its course. Instead, there is a realization that optimal management of resources, social equity, and ethical corporate administration can significantly benefit human productivity and profits across the board.

This realization has helped portfolio managers recalibrate the idea of risk that is embedded within a portfolio. Just the same, the groundswell that is ESG has made it increasingly self-evident to investors that they no longer have to choose between their ideals and returns.

Read More

Topics: Systematic Investing

You Can’t Win a Tournament in Round 1, But You Sure Can Lose It

Posted by Brandon Langley on 10/20/20 12:05 PM

Haters who know I bleed “Carolina Blue” will accuse me of taking a cheap shot with the story I’m about to retell. But when the world of sports rivalries intersects with managing risk in an investment portfolio, it seems unreasonable to ask me to not make the following comparison!

Read More

Topics: Systematic Investing

The New 20 Year Stock Chart

Posted by Brandon Langley on 4/9/20 1:04 PM

What does history explain about the future? Part 1

The last 20 years have given us three major market shocks. These resulted from the end of a tech bubble, a financial crisis and now, a global pandemic. During this time, investors have experienced every emotional high and low that can be imagined, yet in general, the approach to investing delivered by the financial services industry has not fundamentally changed. Today’s note establishes the case for why this has to change. Read on…

Read More

Topics: Behavioral Finance, Systematic Investing

Advisors Can Flatten the Emotion Curve

Posted by Brandon Langley on 3/26/20 10:22 AM

What incredible times we are living through right now.  About six weeks ago here in the United States all seemed quiet and strong.  Of course, there are always problems, but by comparison to today, things were positive.  Boy, that seems like a long time ago.

Regardless of how this coronavirus pandemic plays out, the lesson we can already take from this is that…you just never know.  No matter how good things seem and no matter how long the fun ride has lasted, it always comes to an end, and usually when we least expect it.  The movie Cocktail, starring Tom Cruise, brings us Flanagan’s Law, “All things end badly or else they wouldn’t end.”

Read More

Topics: Advisor Practice Management, Systematic Investing

Famous Straw Men: The Scarecrow and the Best 10 Days Rule

Posted by Brandon Langley on 3/19/20 1:52 PM

We are clearly in an unprecedented environment where many are referring to the novel coronavirus as an ‘invader’ of our country.  Elections are being postponed in Ohio, residents are being ordered to stay home in some jurisdictions, and businesses that normally never close are now shut down. From an investment perspective many advisors will refer to conventional wisdom as a way to calm clients. One example is the Best 10 Days Rule, and we believe it is a myth.  Read on….

Read More

Topics: Behavioral Finance

New call-to-action

Popular Posts