Sharing the thought process behind our strategies keeps you informed

Not all Equal Weight strategies are Lazy

A really smart investor once told me: “All strategies are really just based on three things: entry criteria, exit criteria, and allocation.” It is a lesson I took to heart and have leaned on throughout my career.

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HIPOS Weekly Update: A Tale of Three Volatilities

HIPOS Weekly Update: A Tale of Three Volatilities

On Friday of last week, our primary HIPOS trade expired worthless. This means your clients realized the full available profit on the position. We sold spreads to generate premium (credit) and eventually the value of those spreads went to zero at expiration.

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