Synthesist | Articles About Investment Process and Thought Leadership

Synthesist_ConicalSquare_edited_edited_edited_edited.jpg

Articles

This page contains articles related to the services offered by Synthesist, namely investment process, asset allocation, and thought leadership, as well as others that may be of relevance.

To receive articles and other relevant communications by email please sign up here.

The Art Of Persuasion

Some thoughts on investment communication

Tactical Asset Allocation Framework

Updated: May 17 My first piece about asset allocation set out my framework for both strategic asset allocation and tactical asset...

Applying a Value-Oriented Approach to Asset Allocation

Updated: May 17 We employ two types of asset allocation: strategic and tactical. The strategic asset allocation for a particular fund...

Keeping it Simple – How to Add Value Effectively Through Tactical Asset Allocation

Take a look at the equity weight over time of some multi-asset funds and you’d have thought that the manager was at best flipping coins...

Professional Adviser: Loud and Clear

My note: this piece was written by Julian Marr and captures nicely many of my beliefs about multi-asset investing and investing more...

Introduction of New Investment Process – One Year On

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Updated: May 28...

Value Investing, Whatever the Fashion

This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers.