Was This Hedge Fund's Performance Pure Luck? with Corey Hoffstein

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The Investipal Podcast

Investipal

44 episodes

5 days ago

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

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Was This Hedge Fund's Performance Pure Luck? with Corey Hoffstein

The Investipal Podcast

45 minutes 43 seconds

1 year ago

Was This Hedge Fund's Performance Pure Luck? with Corey Hoffstein

Corey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator.

In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio construction.

Please enjoy our conversation with Corey Hoffstein.

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The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.

Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/

Find Corey Hoffstein at:

https://www.newfoundresearch.com/

https://www.returnstacking.com/

https://flirtingwithmodels.com/

https://twitter.com/choffstein

https://www.linkedin.com/in/coreyhoffstein/

https://www.amazon.com/Corey-Hoffstein/e/B0BLYBQ4XR

https://www.youtube.com/c/FlirtingwithModels

https://www.institutionalinvestor.com/article/b1vd3tqkgcx2dv/Return-Stacking-Just-Might-Solve-the-Portfolio-Conundrum

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3981826

https://blog.thinknewfound.com/

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Key Takeaways 1. Return stacking is an innovative approach to portfolio construction that allows investors to maintain core exposures while adding diversifying strategies without sacrificing traditional allocations. 2. Rebalancing timing can have a significant and often overlooked impact on portfolio performance, highlighting the importance of considering 'when' in addition to 'what' and 'how' in investment strategies. 4. The 13-month momentum anomaly suggests that the optimal combination of lookback period and holding period for momentum strategies may be around 13 months, challenging traditional views on momentum investing. 4. Quantitative strategies need to balance theoretical efficiency with practical implementation considerations when moving from research to product development, especially in the context of ETFs and retail investor accessibility.