(703) 625-6833 ccmiel@bpo-capital.com
Alpha DNA – June 2018 Update

Alpha DNA – June 2018 Update

June was another solid month for the Alpha DNA strategies as we outperformed all of our representative benchmarks. If I am being honest, considering how strongly the strategies had performed in May, I anticipated that we were due for a little “give back” in June.  And...
Second Quarter 2018 Review and Commentary

Second Quarter 2018 Review and Commentary

“If everyone is thinking alike, then someone isn’t thinking.” – George Smith Patton, Jr. Second Quarter 2018 Review and Commentary The volatility that reemerged in the first quarter of 2018 continued unabated in the second quarter as the...
Backtesting – Myths versus Reality

Backtesting – Myths versus Reality

“Statistics are like a drunk with a lamp post: used more for support than illumination. ” Winston Churchill In the highly competitive world of professional investment management, every manager strives to create or develop an investment strategy that will...