Big data is here to stay. In case there was any doubt, the Equifax fiasco painfully exposed how much data can rule—and ruin—the day. The most recent issue of The Family Office Alpha Report addressed big data’s transformation of the investment world, especially as the fuel for quantitative/algorithmic strategies. But while data has provided an …
Read MoreWitherspoon Partners has once again been invited to present a workshop for emerging managers at the Opal Emerging Manager Summit, being held for the first time in New York City at the Crowne Plaza Times Square on September 14-15 (www.opalgroup.net). The conference is one of Opal’s annual events specifically tailored to emerging fund managers and …
Read MoreRenaissance’s Medallion Made a Stunning Shift After Trump’s Election Witherspoon Partners Founding Member Keith Danko quoted in this August 16th Bloomberg piece on the fabled and opaque quant fund Medallion: https://www.bloomberg.com/news/articles/2017-08-16/renaissance-s-medallion-made-stunning-shift-after-trump-election
Read MoreIf IBM’s Watson can consume one million books per second, does that make it smarter than you? Is the possession of more data and information always an advantage? Big data and algorithms are transforming business and the world as we know it, including investing. Data is the lifeblood of quantitative trading strategies, which in recent …
Read More“So we beat on, boats against the current, borne back ceaselessly into the past.” F. Scott Fitzgerald’s statement on the human propensity to look back and be confined by the past, the last line in The Great Gatsby, has meaning in many different contexts—including institutional investors’ allocation strategies. Investors seem to be constantly battling against …
Read MoreThis thought piece is brought to you by the letter “O,” which has become popular of late. With the increasingly complex, fragmented, and costly investment landscape facing investors and asset managers, outsourcing has becoming an attractive option for firms of all types and sizes. The result is a proliferation of “O’s” preceding the familiar C-suite …
Read MorePresident-elect Donald Trump has made abundantly clear that his presidency will be highly expansionary in terms of economic policy and that he will be actively interventionist in the manner that he exercises power. Currently there is great controversy over both these approaches from both sides of the political aisle. From the right: What about the …
Read MoreFor the second consecutive year, Witherspoon Partners has been invited to present a workshop for emerging managers at the Opal Emerging Manager Summit South, taking place in Austin, Texas on November 7th (www.opalgroup.net). The conference is one of two annual events hosted by Opal specifically tailored to emerging hedge fund managers and those who invest …
Read MoreIt is our strong view that hedge funds can add significant benefits in terms of risk/return profile, volatility and diversification to any institutional portfolio or to the portfolios of very high net worth individuals. However, it’s no secret that poor performance currently plagues the industry, which has too many funds and strategies that ultimately disappoint. …
Read More“I would say that housing came back very late after the panic in 2008 and ‘09… it has showed continuing growth and momentum. That continues to this day. Household formations fall off a lot in recessions. People double up and move in with their in-laws, but eventually hormones win out. [laughter]” In a recent interview, …
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