Contributor Image

Larry Whistler, CFA

President and Chief Investment Officer, Nottingham Advisors, Inc.

Full Bio
Nov 7, 2013

Core / Satellite Investment Strategies: Don’t Forget The Beta!

Traditional Core/Satellite investment strategies typically combine a diversified asset allocation framework with a smaller alpha-seeking segment of the portfolio.  With an increased emphasis being placed by many investment advisors on so-called “tactical” managers, as well as other “alpha-generating” trades, it’s not surprising, though somewhat disappointing, that simple beta often gets ignored.  In a year when…


Sign up to receive Indexology® Blog email updates