K.C. Hamann - Quantifying Conviction (S3E1)
Flirting with Models
What I Learned From Andy Jones
When I left in April 2017 to launch AQUIS, he had crushed the S&P. He's retired now. North Star is closed. But it was clear to me Andy was extremely talented and very brilliant and very good at what he did. What we were doing at Northstar was not the same approach that other people were taking. We were essentially participating in a version of Time Arbitrage. They were engaged in more of a scientific decision-making about portfolio construction and risk management.
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