Shownotes
Our guest this week was Bradley Barrie, president and CEO of Dynamic Alpha Solution, a firm that is reshaping the way US advisors think about asset allocation through their multi-dimensional framework. Our conversation covered:
- His early career and almost becoming a math teacher
- Embracing difference and uniqueness from the very beginning
- The barren landscape for alternative strategies in the 1990s
- Style drift and closet indexers
- False diversification
- Defining Multi-Dimensional Asset Allocation
- Structural diversification and pairing complimentary styles
- Outsourced CIO tailored for financial advisors
- Recognizing the importance of investor psychology
- Smoothing out the path for portfolios as the ultimate objective
- The three Ps of qualitative analysis
- Sharpe vs Sortino
- And much more
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.
*ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.