Heterodox
I specialize in building relatively conservative “all weather” style indexing portfolios. They are designed for people who have a reasonably long time horizon (at least 5-10 years), don’t want to go through another 2008, but also want to generate a decent return above the rate of inflation. This means I end up managing a lot of fixed income because being a long only equity manager would expose investors to too much 2008 risk and owning cash guarantees a negative inflation adjusted return....
Read More »How to Overcome Your Fear of Bonds
