CONTRIBUTOR
larry_whistler
Larry Whistler, CFA
President and Chief Investment Officer, Nottingham Advisors, Inc.
Full Bio
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…