Offshore Capitalist

Category Archives: Theory

Research tells me something I already knew

A significant number of my clients are couples, who make investment decisions as a team.  It is common for each partner to have a different attitude towards investment risk.  I have long felt that couples often make more ‘well rounded’ balanced and structured investment decisions than individuals.  Some research just out seems pertinent.
Abstract from the [...]

Active versus Passive in European Property

A fund mentioned on Offshore Capitalist recently is the Insinger de Beaufort Real Estate Equity Fund which invests in the shares of European REITs and real estate companies.
The objective of the fund is to generate superior risk-adjusted returns, by reducing the volatility and protecting the downside using shorts and derivatives.  In other words, it’s not [...]

A Loser’s Game

In a paper from Watson Wyatt, the author makes the distinction between long term strategic asset allocation (horizon 10+ years),  dynamic strategic asset allocation (horizon 3+ years), and tactical asset allocation (horizon months).
“Over short term periods market movements are dominated by “noise” – random events that cannot be predicted with any degree of reliability.  As [...]

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