Tag Archives: financial risk


DITMo: Eavesdropping on an Adviser Meeting at Starbucks

by Peter J. de Marigny Statistical Mistakes Advisers Tell Clients  I was sitting at a table waiting for my appointment to show up at a local Starbucks when I overheard a financial adviser speaking to a client.  The colored chart printouts for asset allocation relative to the client’s investment horizon, liquidity requirements and risk tolerance filtered down to representative investments […]

DITMo: Hedging without Shorting?

by Peter J de Marigny, DITMo Capital, Newport Beach, CA In a bull market hedged portfolios generally underperform.  The problem for most investors is that reducing risk requires forgoing upside benefit.  Should reducing risk be a question of diversification only?  This is an approach of many financial advisors using mean variance historical returns to show an “efficient frontier” curve.  The […]

DITMo: PRICING AN ASSET BY RISK: CNBC Spot On Student Housing

As an asset manager having worked in almost every asset class from venture writing pitch books for securities offerings; to capital markets trading – equity, bonds and derivatives; to alternative classes such as private equity, hedge funds and real estate, it is easy to observe the interdependence and adverse consequences of government intervention in market pricing. The cause of most […]