Category: White Papers

Portfolio Manager vs. Investment Advisor: What’s the Difference, and Who Can You Trust to Navigate a Volatile Market?

For investors, there’s never been a better time to utilize the expertise of a financial professional. Whether you are investing passively or building a more active portfolio, financial experts can help you achieve your investment goals more quickly and efficiently. However, it’s equally important to know which services are provided by the financial professional, and

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The Benefits of Momentum Investing

“The premier anomaly is momentum.”[1], so said Eugene Fama, author of the efficient market hypothesis, seminal academic researcher on momentum investing and 2014 co-recipient of the Nobel Prize in Economics. Evidence has shown that momentum strategies that exploit this anomaly can be applied to generate excess returns for investor portfolios. Momentum strategies are centered on

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What the Investment Industry Doesn’t Want You to Know

At Inukshuk Capital Management (ICM), we feel that we have a responsibility to help inform and educate our clients, especially as the industry evolves. There are many positive developments taking place regarding fee and performance disclosures that investors need to know. Unlike many in the industry, we welcome the opportunity to serve our clients with

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Buy-And-Hold Investing: Inherent Risks

Out of the countless strategies that exist in the investing world, the most widespread and widely accepted approach is known as buy-and-hold investing. The buy-and-hold strategy is quite simple: financial instruments, usually stocks, are purchased and then held for a long period of time, with the investor seeking profits through upward price movement. Read more…

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Absolute Return Strategies: An Alternate Approach

An investment strategy focused on absolute returns can complement one’s overall portfolio while also reducing risk through style diversification, especially with a portfolio heavily geared toward buy and-hold investing. Read more…

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