Is technology the new value investment?

Is technology the new value investment?

Listen as Francisco J. Bido, Lead Portfolio Manager at F/m Integrated Alpha, addresses the question, "Is Technology the New Value Investment?"  Francisco reviews the current tech sector environment, tech evaluations, the position that many techsecurities are in this year and how he is positioning his strategies accordingly.
Active Risk Management in Shaky Markets

Active Risk Management in Shaky Markets

https://soundcloud.com/fmacceleration/integrated-alpha-risk-management?utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing Transcript FRANCISCO BIDO: Hello, this is Francisco Bido, lead portfolio manager for the Integrated Alpha strategies. As you are surely aware, there's war in The Ukraine. You might be asking if there have been any significant changes in the portfolio and the answer is no, it's just a resounding
Equities and Inflation: Working Well Together

Equities and Inflation: Working Well Together

Point number one: Equities, in general, do well historically in inflationary environments. If inflation is real and not transitory, equities are likely a good investment versus say fixed income. Second point: Our momentum-based approach to equity selection results in a portfolio that is very well designed to outperform in inflationary environments.
F/m Investments Integrated Alpha Quarterly Insights 3rd Quarter 2021

F/m Investments Integrated Alpha Quarterly Insights 3rd Quarter 2021

Economic Context The recovery is still in play but has lost some of its momentum due to three primary issues: The COVID pandemic is controlled but not yet a thing of the past.Fiscal uncertainty in Washington – e.g., infrastructure bill, green initiatives, etc.Our dependence on an embattled global supply chain.
Finding Mutual Funds That Beat The Market

Finding Mutual Funds That Beat The Market

Credit: Forbes Click here to view the article on Forbes How do you make an actively managed mutual fund do well, especially in these crazy times? For 2020, 60% of actively managed stock funds underperformed the S&P 500. The situation was worse with active bond funds, where 90% failed to clear their
Boutiques Look for Third-Party Investors as Industry Consolidates

Boutiques Look for Third-Party Investors as Industry Consolidates

Credit: Lisa Fu - Fund Fire FundFire on Fm AccelerationDownload - PDF Consolidation in the asset management industry has led some portfolio managers to question the future of their teams and enlist third-party support to leave parent companies. In November, three third-party assisted transactions were announced. Los Angeles-based RIA Lido