Alpha Wounds: Passive Management Is Not Passive

Posted by Jason Apollo Voss on Nov 3, 2015 in Alpha Wounds, Best of the Blog, Blog | 0 comments Alpha wounds are decisions made by the investment industry that hurt active investment managers. It is my belief that there is still plenty of alpha left to be harvested by discerning research analysts and portfolio managers. So far I have discussed the deleterious effects of managing to, rather than from, a benchmark; poor evaluative methodologies by investment industry adjuncts; and the poor...
read more

Thinknum: If It Is on the Internet, It Can Be Analyzed

Posted by Jason Apollo Voss on Oct 6, 2015 in Blog | 0 comments Last year I reported on an interesting firm, Thinknum, and its innovative new business model. The company makes sophisticated financial models available to everyone on an open, distributed computing platform. It is one of a handful of firms at the cutting edge, and I felt it was time for a check in. For a start-up, Thinknum has undergone a surprising number of changes in a short period of time....
read more