What is the concept behind Ampersand?
The basic Ampersand concept is that a potentially superior diversified investment portfolio can be built by adding an overlay of diversifiers and hedges on top of a core portfolio rather …
The basic Ampersand concept is that a potentially superior diversified investment portfolio can be built by adding an overlay of diversifiers and hedges on top of a core portfolio rather …
The Ampersand overlay consists of two separate parts: a sub-portfolio of diversifying strategies, and a sub-portfolio of equity-hedging strategies. Diversifiers are strategies that have very low correlations to equities, generally …
Ampersand is grounded in Modern Portfolio Theory, which lays out the benefits of portfolio diversification. Ampersand extends the basic principle of diversification by permitting the sum of the portfolio allocations …
Diversification is often said to be the only “free lunch” in investments, and the Ampersand concept illustrates this by showing how it may be possible to earn a potentially higher …
Dr. Dravid explains the potential risks associated with an Ampersand Strategy, provides insight into the dedicated research and portfolio due-diligence that goes into manager selection, and finally the confidence Equinox …
The “overlay” and “total return swap,” what are they, how do they fit within the context of Ampersand?