by Stoffel | Mar 2, 2026 | Investing, Portfolio Management
Private equity. Venture capital. Private credit. Infrastructure funds. These terms appear more frequently in financial media, podcasts, and wealth marketing materials. They are often presented as exclusive opportunities reserved for institutions and high-net-worth...
by Stoffel | Dec 4, 2025 | Hedging, Investing, Portfolio Management, Risk Premia
Introduction When markets behave normally, investors can model and manage risk well enough to build consistent strategies. But occasionally, things go unpredictably wrong: markets crash, correlations spike, liquidity dries up, and losses compound faster than anyone...
by Stoffel | May 15, 2025 | Investing, Portfolio Management
Introduction “Diversification is protection against ignorance.” Warren Buffett At the 2024 Berkshire Hathaway annual meeting, Warren Buffett officially announced he would step down as CEO, passing the torch to Vice-Chairman Greg Abel. After nearly 60 years of...
by Stoffel | Apr 24, 2025 | Investing, Portfolio Management
Introduction Volatility targeting is an investment strategy that aims to keep your portfolio’s volatility at a consistent, predetermined level over time. In this beginner-friendly guide, we’ll explain what volatility is and why it matters, how volatility targeting...
by Stoffel | Apr 5, 2025 | Decision Making, Investing, Portfolio Management, Risk Premia
Tariffs, Tumult, and Staying the Course: A Note to Long-Term Investors Markets are down. Headlines are loud. Uncertainty is abundant. But for long-term investors, this is not the time to panic. In response to a new wave of global tariffs announced by the Trump...
by Stoffel | Mar 20, 2025 | Hedging, Portfolio Management
Introduction Stock market downturns are a regular occurrence, and they are part of every investor’s experience over time. Exposure to risk is what generates long-term returns but it also requires investors to accept periods of volatility and temporary losses. This...
