Alpha and Betas
Tuesday, 09 January 2007 | 12:00 am
A word about alpha and betas in investment returns The Math In mathematics, half the problem is giving things names. The investment management industry has borrowed a naïve model, applied it to very complicated problems and then expect to make sense of the results. What is alpha and what are betas? The terms alpha and
- Published in Articles
No Comments
Skill and Luck 1.
Monday, 08 January 2007 | 5:36 pm
In the investment business, the need to distinguish between skill and luck is very important. But why? I am in the investment business. My job is to find and invest with fund managers whom I consider to be good investors. But what makes a good investor? This is a length subject which has been dealt
- Published in Articles
Singapore Real Estate
Monday, 08 January 2007 | 12:00 am
An ex-colleague of mine sent me an email today. He was trying to interest me in investing in an apartment in Singapore somewhere near the Singapore River. This was good news and bad news. Calling the direction of a market is usually a perilous endeavor. When I moved to London in 1999 I thought that
- Published in Articles
Singapore Real Estate
Sunday, 07 January 2007 | 5:31 pm
An ex-colleague of mine sent me an email today. He was trying to interest me in investing in an apartment in Singapore somewhere near the Singapore River. This was good news and bad news. Calling the direction of a market is usually a perilous endeavor. When I moved to London in 1999 I thought that
- Published in Articles
A Fresh Start
Thursday, 14 December 2006 | 6:47 am
When I joined OAKS Family Office in Singapore in early 2004 I absolutely loved it. What I always knew, however, was that I was not ready to settle in Singapore. Had I decided to settle in Asia for good, there was no doubt in my mind that the only people I would work with was
- Published in Articles