
Adam Butler - The "Ultimate Gift" (S1E1)
Flirting with Models
00:00
The Balance Between the Simple and the Complex
I know this is an area you've waxed philosophical about quite a bit. Your firm makes heavy usage of optimization techniques. I was hoping you could just spend some time exploring this concept. How do you guys find the balance between the simple and the complex? And how do you address the fact that very often the statistics of which you are trying to use as sources of information within your portfolio construction are often shrouded in uncertainty?
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