Winning Under Trump With Active Management

Published in Forbes, January 2017

Financial markets can be temperamental, and ignoring transitory white noise is easier said than done—emotional reactions are hard to suppress.  Even seasoned investors who live by the adage that asset allocation is the most important factor contributing to risk-adjusted long-term performance often face periods of angst and uncertainty.  An area up for discussion is choosing an investment strategy for populating one's portfolio with the underlying securities of each asset class.