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What Factor Investing Gets Right
Tommi Johnsen, PhD | Advisory Board Trent Ambler, MSF | Portfolio Manager
Sep 2
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5th Horizon
1
July 2025
BONDS ARE BORING. Meet Gold, Digital Gold, Art! and Real Estate
As an alternative to Bonds, Gold isn’t the only game in town. Crypto, Real Estate, Carbon Credits and Fine Art are now seen as options for hedging…
Jul 10
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5th Horizon
2
Is it ever a good idea to buy a Ferrari?
Trent Ambler, MSF | Portfolio Manager
Jul 3
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5th Horizon
2
May 2025
Are US Treasuries Still a Safe Haven?
Tommi Johnsen, PhD | Advisory Board
May 8
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5th Horizon
2
April 2025
Trump’s Tariffs
Tommi Johnsen, PhD | Advisory Board
Apr 24
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5th Horizon
2
March 2025
What is Quant?
Merrill Stillwell | Partner and Jon Tesseo | Director - Operations & Research
Mar 18
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5th Horizon
4
January 2025
Factor Investing Clearing the Air – Datamining and the Antidotes
Tommi Johnsen, PhD | Advisory Board Trent Ambler | Portfolio Manager
Jan 15
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5th Horizon
2
November 2024
The Delusion of Market Efficiency
Markets have potentially become less efficient in recent decades. There are several reasons why this might be the case.
Nov 12, 2024
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5th Horizon
2
September 2024
What is alpha?
Tommi Johnsen, PhD | Advisory Board Trent Ambler, MSF | Portfolio Manager
Sep 12, 2024
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5th Horizon
1
August 2024
Should We Attempt to Time the Market?
Market timing is a dangerous game...
Aug 8, 2024
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5th Horizon
4
The odds of beating the market are 50/50, or so we thought.
Tommi Johnsen, PhD | Advisory Board Trent Ambler, MSF | Portfolio Manager
Aug 1, 2024
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5th Horizon
5
June 2024
Intro to 5th Horizon
An Overview of our Process
Jun 12, 2024
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5th Horizon
3
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