Insights

Research & articles

Find out more about our vision and approach.
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Trend Following

Trend following – raincoat or coat rack?

Back to the real art of investing: selling high and buying low.

August 2020
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Responsible Investing

ESG and/or Responsible Investing?

A summary of our presentation at SG’s recent Diversified Trend-Following in 2020 Webinar.

July 2020
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Responsible Investing

From mortgages to wheat – part 2

A closer look at the wheat market and an investor’s role in it.

June 2020
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Responsible Investing

From mortgages to wheat – part 1

Embracing diversity of opinions and variety of approaches regarding Responsible Investing.

May 2020
Investment Philosophy

Zero and its relatives

A brief note on negative prices and their impact on financial modeling.

April 2020
Responsible Investing

Balancing the market through active long/short investing

Active investors support a well-functioning stock market through engagement and trading long as well as short.

April 2020
Responsible Investing

The market is not a shop

What really defines a well-functioning market?

December 2019
Trend Following

Why to avoid alpha, and how – part 3

Decomposing ‘crisis alpha’ into crisis beta and negative alpha.

June 2019
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If you have a question or would like to know more about our services, please get in touch with our Investor Relations team.
Kick Heeregrave
Kick
Heeregrave
Joris Tolenaar
Joris
Tolenaar
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