Best of TTU – The Importance of Asset Allocation & Patience

In 1987, 3 scientists, 1 from Cambridge and 2 from Oxford, were brought together by their shared passion for the markets and for computers.  Little did they know, that over the next 3 decades, this passion would lead them to build 3 world-leading multi-billion dollar Systematic Investment businesses.  Today, I would like to share another Golden Nugget with you, from my conversation with Michael Adam, David Harding and Marty Lueck, also known as the founders of AHL. In this post, we focus on how markets and the importance of asset allocation have evolved since the beginning; a crucial insight into what has made them so successful.  So enjoy these truly unique takeaways from my conversation with Michael, David and Marty, and if you would like to listen to the conversation in full, just go to Top Traders Round Table Episode 11.