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What Allocators Ask For That Most New Funds Can't Show

Apr 6, 2026
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What Allocators Ask For That Most New Funds Can't Show
Process
What Allocators Ask For That Most New Funds Can't Show
Apr 6, 2026
Alpha Theory 2025 Year in Review: Position Sizing as a Persistent Edge
Hedge Funds
Portfolio Analysis
Position Sizing
Alpha Theory 2025 Year in Review: Position Sizing as a Persistent Edge
Feb 26, 2026
From Pre-Launch to Liftoff: Dardanelles Capital Case Study
Hedge Funds
Position Sizing
From Pre-Launch to Liftoff: Dardanelles Capital Case Study
Hedge Funds, Scale a hedge fund, capital raising, allocators, launching a hedge fund, scaling a hedge fund, seed capital, asset raising, seed investors
Feb 16, 2026
Sometimes the Best Position Size Is 0%
Position Sizing
Institutional Investor
Portfolio Construction
Process
Sometimes the Best Position Size Is 0%
Position sizing Hedge Funds, Allocators, Portfolio Construction, Institutional Investors, Investment Process, Alpha Theory, Investment Discipline
Jan 13, 2026
Allocators, Mind the Alpha Gap
Manager Analysis
Process
Institutional Investor
Portfolio Construction
Process
Allocators, Mind the Alpha Gap
Position sizing, Hedge Funds, Allocators, Portfolio Construction, Institutional Investors, Investment Process, Alpha Theory, Investment Discipline
Dec 8, 2025
What is Position Sizing?
Portfolio Strategy
Position Sizing
Portfolio Construction
Analytics
Fundamental Optimization
What is Position Sizing?
Position sizing, Hedge Funds, Kelly Criterion, Portfolio Construction, Fundamental Optimization, Investment Process, Alpha Theory, Investment Discipline, Sizing Models, Position Sizing Guide, George Soros
Nov 3, 2025
More Long/Short Fundamental Equity for All
CenterBook Partners
More Long/Short Fundamental Equity for All
Oct 29, 2025
Sharpening the Saw
Portfolio Strategy
Position Sizing
Analytics
Sizing Examples
Portfolio Analysis
Sharpening the Saw
Position sizing ROI, Hedge Funds, Sharpening the saw, Investment process, ROI in investing, Improving your sizing, Alternative Data
Oct 1, 2025
Position Sizing Quotes from the Greats by The Intellectual Edge
Portfolio Strategy
Analytics
Position Sizing Quotes from the Greats by The Intellectual Edge
Position sizing quotes, Investment Management, Position sizing analysis, Portfolio Strategy, Risk Management, Hedge Fund Managers, Investment Legends
Sep 8, 2025
Fundamental Optimization
Portfolio Strategy
Probability-weighted Return
Analytics
Fundamental Optimization
Fundamental Optimization, Investment Management, Position sizing analysis, Portfolio Construction, Sizing Model, Hedge Fund Managers
Aug 7, 2025
Build vs. Buy: The Portfolio Intelligence Dilemma for Investment Managers
Portfolio Strategy
Portfolio Intelligence
Build vs. Buy: The Portfolio Intelligence Dilemma for Investment Managers
Portfolio Intelligence, Build vs Buy, Investment Management, Financial Technology, Hedge Fund Strategy, Hedge Fund Managers
Jul 8, 2025
What Does Being Good at Wordle Have to Do with Managing Capital?
Portfolio Strategy
Probability-weighted Return
Analytics
What Does Being Good at Wordle Have to Do with Managing Capital?
Wordle, Investment Management, Position sizing analysis, Portfolio Strategy, Risk Management, Hedge Fund Managers
Jun 5, 2025
The Ultimate Position Sizing Guide - Part 3: Fundamental Optimization & Position Sizing Best Practices
Portfolio Optimization
Portfolio Strategy
The Ultimate Position Sizing Guide - Part 3: Fundamental Optimization & Position Sizing Best Practices
Fundamental Optimization, position sizing best practices, hedge fund portfolio management, Alpha Theory, investment process optimization, structured position sizing, risk-adjusted returns, Kelly Criterion, mean-variance optimization, data-driven investing, fund management strategies
May 5, 2025
The Ultimate Position Sizing Guide - Part 2: Value Drivers of Process & Getting Over the Obstacles
Portfolio Optimization
Portfolio Strategy
The Ultimate Position Sizing Guide - Part 2: Value Drivers of Process & Getting Over the Obstacles
position sizing portfolio construction investment process alpha generation structured investing price targets risk management hedge funds asset managers
Apr 17, 2025
The Ultimate Position Sizing Guide - Part 1: Sizing Matters, But How Much?
Portfolio Optimization
Kelly Criterion
Portfolio Strategy
The Ultimate Position Sizing Guide - Part 1: Sizing Matters, But How Much?
Investment Strategy Position Sizing Alpha Generation Stock Selection Asset Allocation Risk Management Alpha Theory Fund Managers Fundamental Managers
Mar 31, 2025
Alpha Theory Stock Selection Index – Performance Update
Analytics
Alpha Theory Stock Selection Index – Performance Update
Alpha Theory Stock Selection Index, stock selection skill, market-neutral strategy, performance update, diversification, volatility reduction, excess returns, 2024 market trends
Feb 28, 2025
Discover how the Alpha Theory Stock Selection Index measures managers' stock selection skill in a market-neutral strategy. In this update, we analyze its all-time and 2024 performance, highlighting key insights on diversification, volatility reduction, and market trends.
Alpha Theory 2024 Year in Review
Analytics
Portfolio Strategy
Alpha Theory 2024 Year in Review
Jan 30, 2025
Year in Review
Market-Neutral: A Case for a New Strategy
Portfolio Strategy
Market-Neutral: A Case for a New Strategy
Alpha Theory, Stock selection, Market-neutral strategy, Optimal sizing, Risk-adjusted returns, Portfolio management
Dec 30, 2024
Build a portfolio resilient to today’s factor-driven markets with Alpha Theory + Omega Point
Portfolio Optimization
Risk Management
Build a portfolio resilient to today’s factor-driven markets with Alpha Theory + Omega Point
Factor Investing Risk Management Portfolio Optimization
Nov 26, 2024
Factor-Driven Investing, Investment Research, Portfolio Optimization
Turning Intuition into Alpha
Portfolio Strategy
Turning Intuition into Alpha
Alpha, portfolio sizing, Data-driven investing, Portfolio management, Investment research, Investment process, CenterBook Partners, Partner Funds
Oct 29, 2024
Data-driven investing, Portfolio management, Investment research, Investment process
A Plan for Active to Beat Passive
Portfolio Strategy
Portfolio Optimization
A Plan for Active to Beat Passive
Active Management Strategies Fund Research Position Sizing Strategies Alpha Theory Platform Portfolio Management
Sep 26, 2024
How active managers can beat passive funds with rules-based position sizing.
A Sharpe Approach to Position Sizing
Portfolio Optimization
A Sharpe Approach to Position Sizing
portfolio sizing, portfolio allocation, portfolio management
Aug 28, 2024
Volatility is Not Risk…Kind Of
Risk Management
Portfolio Strategy
Volatility is Not Risk…Kind Of
Kelly Criterion Risk Management Portfolio Strategy Position Sizing
Jul 30, 2024
If I Worked at Nvidia
Risk Management
If I Worked at Nvidia
Nvidia, scenario analysis, probabilities
Jun 27, 2024
The Difference Between Probability and Confidence
Probability-weighted Return
The Difference Between Probability and Confidence
probability, confidence, forecasting, probability-weighted return
May 30, 2024
Alpha Theory Stock Selection Index - Q1 Performance
Portfolio Strategy
Alpha Theory Stock Selection Index - Q1 Performance
Stock Selection Index, Sharpe ratio, stock picking
Apr 30, 2024
Mauboussin: The Two Decision Aids that Fundamental Investors Should Use…But Often Don’t
Portfolio Strategy
Mauboussin: The Two Decision Aids that Fundamental Investors Should Use…But Often Don’t
Mauboussin, Fundamental Investors, Decision Aids, Capital Allocators
Mar 27, 2024
How Human Intuition Improves by Using Optimizers: Learnings from DE Shaw
Portfolio Optimization
Portfolio Strategy
How Human Intuition Improves by Using Optimizers: Learnings from DE Shaw
Portfolio Optimization Machine Learning DE Shaw Position Sizing discretionary portfolio management
Feb 28, 2024
Alpha Theory 2023 Year in Review
Analytics
Portfolio Strategy
Alpha Theory 2023 Year in Review
Position sizing Price targets Conviction Systematic process Active management Benchmark outperformance Optimal portfolio Return on invested capital Win rate Compounding returns
Jan 29, 2024
Could You Lose on Purpose? Investing Luck vs. Skill
Portfolio Strategy
Could You Lose on Purpose? Investing Luck vs. Skill
Investing, stock picking, Michael Mauboussin, Stocks
Dec 28, 2023
Alpha Theory Stock Selection Index
Portfolio Strategy
Alpha Theory Stock Selection Index
Stock picking, Sharpe ratio, portfolio management
Nov 30, 2023
Portfolio Intuition by Chris Kennedy
Portfolio Strategy
Portfolio Intuition by Chris Kennedy
portfolio intuition, Diversity Orthogonality Theory, portfolio management, Chris Kennedy
Oct 31, 2023
Alpha Theory 2022 Year in Review: The Year That Broke the Streak
Portfolio Strategy
Portfolio Optimization
Alpha Theory 2022 Year in Review: The Year That Broke the Streak
Year in Review, batting & slugging, position sizing, price targets, optimal performance
Sep 27, 2023
Diversity Orthogonality Theory: The Key Ingredient to a Free Lunch
Portfolio Strategy
Diversity Orthogonality Theory: The Key Ingredient to a Free Lunch
diversification, correlation, portoflio, Sharpe Ratio, Diversity Orthogonality Theory
Aug 30, 2023
Mauboussin Gives Us Confidence
Portfolio Strategy
Mauboussin Gives Us Confidence
Probability, Mauboussin, risk-adjusted return, confidence
Jul 26, 2023
I Am No Expert
Portfolio Strategy
Portfolio Optimization
I Am No Expert
Investing, CenterBook Partners, position sizing, probabilities, expert
Jun 28, 2023
Batting and Slugging Sensitivity
Analytics
Batting and Slugging Sensitivity
Batting average, slugging sensitivity, slugging percentage, position sizing
May 24, 2023
batting and slugging
New Probability of Success Calculation (Improving Batting Average Analysis)
Portfolio Strategy
New Probability of Success Calculation (Improving Batting Average Analysis)
probability of success, batting average, probabilistic forecasts, breaching price targets
Apr 27, 2023
Probability of Breaching Price Target (Part 2)
Portfolio Strategy
Probability of Breaching Price Target (Part 2)
Alpha Theory, Alpha Theory blog, Cameron Hight, Harbor Spring Capital, Price Target, excel
Mar 23, 2023
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