Tag: systematic-investing

Meteorologists With 8% Accuracy Would Be Fired

Posted by Brandon Langley on 1/11/24 8:55 AM

Every year on the day after Thanksgiving, my family makes a two-hour drive west to the mountains of North Carolina on the hunt for the perfect tree to celebrate the holidays. It is no doubt one of my favorite family traditions. 

Our tree-chopping outing just happens to coincide with the start of one of my other favorite pastimes: finding humor in the financial services industry’s annual predictions season!

At Blueprint Investment Partners, our team loves predictions. Not to make them, but to make fun of them. The idea that the average asset manager, let alone investor, can consistently predict the direction of any market or instrument reliably enough to beat a passive index over a long time period is in a word: cute.

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Topics: Systematic Investing

Tennis – Hit Winners or Avoid Losers

Posted by Tommy Mayes on 11/3/23 5:22 PM

I recently read Howard Marks’ latest memo, “Fewer Losers or More Winners?” and it reinforced in me that this guy is a true trend follower in his own way (even if he doesn’t realize it yet). Marks is widely regarded as one of the most insightful and influential investors in the world, and his memos are read by thousands of professionals and enthusiasts alike. For those who think reading a long-form memo is like hopelessly digging in a sandbox looking for treasure, fear not, I found the treasure for you.

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Topics: Systematic Investing

Tilting the Index in Your Favor

Posted by Jon Robinson on 10/24/23 4:56 PM

“Good Ideas Can’t Be Scheduled” is the title of a 2019 blog post by Morgan Housel of Collaborative Fund. His point was that deadlines shouldn’t be placed on good ideas, regardless of field, but the execution of good ideas is the opposite.

One of Blueprint Investment Partners’ best “good ideas” presented itself just like that – unscheduled – at a daunting time, during the height of pandemic-fueled market uncertainty of 2020. But we felt it would create clear advantages for financial advisors and their clients, so we got to work executing our plan.

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Topics: Systematic Investing

What Does a Next-Generation Liquid Alt Look Like?

Posted by Jon Robinson on 7/25/23 9:54 AM

As a kid who played whatever sport was in season, when the weather didn’t cooperate, I brought that passion inside to the latest sports video game. It was routine for me to battle my friends in games such as Madden NFL, NBA 2K, MLB The Show, and FIFA. Even the NHL made an appearance from time to time, which was peculiar for a southern kid in the 1980s.

One of the most popular aspects of these games is the ability to create a player. The create-a-player function, as it is commonly called, allows for nearly limitless customization. Your player can be tall, short, big, or small. They can be your doppelganger or look wildly different. Once created, they can be drafted and controlled like any other player, allowing the average Joe to live vicariously through their creation.

The idea of creating an ideal player got me thinking about the equivalent from an investment perspective.

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Topics: Systematic Investing

The Market Is Right – And We Don’t Fight It

Posted by Mike Carlone on 5/16/23 1:07 PM

As a parent, I try to encourage my daughters to be inquisitive and develop cognitive skills by answering their questions with explanations that encourage conversation. Note that I said, “try,” because I’m certainly guilty of looking at them in the rearview mirror and letting out a, “Because I said so!” from time to time.

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Topics: Systematic Investing

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