About
… The Blog
This blog is intended to be an open exploration of practical topics in investing, portfolio management, and personal financial planning. We emphasize “practical” because, while we certainly appreciate the advancements that modern academia have given us as allocators of investors’ capital, we feel that there is often a disconnect between taking complex investment concepts and applying them to real investors’ portfolios. To that end, we envision the target audience for this blog to be allocators of the practical sort: analysts, portfolio managers, CIOs, and advisors in RIAs, wirehouses, consulting firms, and money management firms of all stripes. Perhaps even individual investors will find something to interest them.
… The Authors
In order to avoid the gaze of compliant eyes this blog must remain anonymous for now. But know that your authors, John and Hunter, have spent the entirety of their decade plus professional careers in various investment organizations. We’ve held positions in back office trading operations as well as varying degrees of seniority in research organizations. The majority of our careers have been spent in the independent wealth management channel (RIAs) managing a few billion dollars of high net worth individuals’ and small institutions’ assets. Because most of the firms we have worked for have been small, we’ve developed generalist skillsets and have experienced many different aspects of running wealth management businesses. We are no smarter than you. We aim to learn in public and hopefully provide some value to readers, like many of our personal investing heroes. Whoever you are, thank you for taking the time to learn along with us.