I have spent my entire 30-plus-year career in the investment industry. I became interested in systematic portfolio management strategies back in the ’90s when online securities databases were becoming more available.
In 2004, I had this crazy idea to begin publishing models that I was using within my wealth management office. We were having great success with the models and I wanted a way to help more investors. It turned out, investors were interested and I have been publishing models ever since.
While I have lost track of all of the investment books that I have read, my approach today has largely been influenced by what I have learned from studying William O’Neal, James O’Shaughnessy, Stan Weinstein, and Tom Dorsey. Learn more here.
