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“Advisors should consider using new tools to manage correlation extremes to improve diversification in client accounts and portfolios.”

March 18, 2020 Posted By James Alpha

Diversification isn’t to blame for portfolio breakdowns: Don’t just blame bonds, it’s faulty modeling. Much has been made of how the traditional 60/40 portfolio has failed. But what is interesting is the contortions the industry has made to blame the lack of diversification performance on the need for greater asset class diversity, active manager failure,…

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EAB Investment Group’s Managed Risk Domestic Equity Fund Designated Five Stars by Morningstar

March 18, 2020 Posted By James Alpha

Morningstar rating as of February 29, 2020. Based on total return. Category: Options-based of 114 funds. During global uncertainty managing asset allocation and downside risk with a defensive approach seeks to create value for investors PHILADEPHIA, PA, March XX, 2020 – EAB Investment Group, a SEC Registered Investment Advisor providing a series of proprietary alpha…

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Getting What You Paid For: High capture ratio funds

October 17, 2019 Posted By James Alpha Advisors

By David Snowball Investors are interested in returns: the answer to the question, “how much are you going to make me?” Sophisticated investors are interested in how those returns are delivered. Over the current market cycle, Fidelity Blue Chip Growth (FBGRX) has returned 10.7%, among the best of all funds. AMG Yacktman Focus (YAFFX) trails it at 10.5% and costs a…

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Model Portfolios As A Viable Option

October 1, 2019 Posted By James Alpha Advisors

By JEFF SCHLEGEL Some financial advisors are into portfolio management and prefer creating investment portfolios for their clients. Others aren’t. For advisors who’d rather outsource some or all of their investment management in order to focus on comprehensive financial planning, they can turn to model portfolios. And increasingly, they do. To use a trendy word,…

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Defensive Equity as a fixed income replacement

August 23, 2019 Posted By James Alpha

Provided by EAB Investment Group, LLC Written by: Arnim Holzer and William Visconto, Portfolio Managers of James Alpha Managed Risk Domestic Equity Fund (JDIEX) Defensive Equity as a fixed income replacement Abstract: Much attention has been paid of late to the building of diversified portfolios to smooth out performance through the reduction of meaningful drawdown.…

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Arnim Holzer

Arnim Holzer Wants His Investors to Sleep Soundly as He Manages Their Portfolio

June 9, 2019 Posted By James Alpha Advisors

Arnim S. Holzer is Global Macro Strategist, Client Portfolio Manager and Founder of the EAB Correlation Defense Index at EAB Investment Group. With over 30 years of global macro and multi-asset experience, Mr. Holzer’s investment philosophy is a unique blend of fundamental, technical and quantitative disciplines honed over the years of working with many of the…

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