Portfolio Patriotism — Domestic market optimism or inadvertent asset allocation?

Globalization of the world economy has increased exposure to international investments, yet equity portfolios in general remain largely home biased today. This may be a good time for participants to reevaluate their asset allocation to see if they may be exhibiting a home country bias— or displaying overly optimistic expectations about the domestic market and/or … Continue reading Portfolio Patriotism — Domestic market optimism or inadvertent asset allocation?

The Scorecard – A Former Portfolio Manager’s Perspective

I began my investment career in 1995 as an Equity Analyst at AIM Investments and later managed the Invesco Large Cap Growth fund for 12 years. During that time I had exposure to and was judged by many investment scoring systems.  I always had questions about their methodology and was often frustrated by their shortcomings. … Continue reading The Scorecard – A Former Portfolio Manager’s Perspective