Our clients do not have any positions in the securities discussed below; however, I do believe that ValueShares US Quantitative Value (“QVAL”) ETF and MomentumShares US Quantitative Momentum (“QMOM”) ETF are the two best ways to the capture the value premium and the momentum factor in the asset management business. I offer two simple definitions … Continue reading Value and Momentum

A wise person once said, “The days are long and the years are short”; this phrase becomes truer as I get older and have more kids. This week marks a year since Trump was elected President.  Around 3 am the night of the election, I slept for about 2 hours.  I was up all night … Continue reading A Tale of Two Beginnings