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Five Surprising Insights About Stock Indexes and Funds

Money For the Rest of Us

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How to Restructure a Portfolio to Increase Excess Return

I was using BARA software to optimize a portfolio, but it didn't work. I had reduced the tracking error too much and effectively neutralized any bets in the portfolio style bets, factor bets, value, yield. That back test worked. Partner and I put up some funds to begin starting a track record. Track record did well. We attracted clients and eventually grew that investment product over a billion dollars in assets.

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