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Forced Retirement Selling May Disrupt Santa Rally | Zed Francis
Forward Guidance
The Real Separator for Us Is the Operating Structure
Mario: We're hired by folks to invest on their behalf, and we would view it much more as a portfolio construction tool rather than like an allocation. You hire us as an overlay manager, which just means we get access to place trades in your account. There's no cash, you don't need a reserve cash, you know, be fully invested. And then the kind of like final level of value creation is we're a huge accelerant tax loss harvesting. It's that redeployment of capital acquiring additional assets during drawdown events.
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