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Insights & Manager Commentary

by Craig Love, on July 14, 2021

In last month’s commentary, we highlighted the historically elevated level of debit balances in margin accounts. Although this metric is not incorporated into the models we employ since it doesn’t …

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Topics:Manager Commentary

by Craig Love, on July 07, 2021

In this month's Manager Spotlight, we’re featuring Kensington Asset Management and their Managed Income Strategy, which, "uses a proprietary trend following model to identify and act on prevailing market sentiment" …

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Topics:Manager Spotlight