Ryan ALM
Blog
That Door's Closed. What's behind Door #2?
I've mentioned often through posts on this blog that we as an industry tend to overwhelm good ideas by allocating ridiculous sums of money in the pursuit of the next great idea. Sure, the idea was terrific several years ago,...
Will You Do Nothing?
I recently read an article by Cliff Asness of AQR fame, titled "2035: An Allocator Looks Back over the Last 10 Years". It was written from the perspective that performance for world markets was poor and his "fund's" performance abysmal...
Good Ideas Are Often Overwhelmed!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. We have a tendency in our industry to overwhelm good ideas with much too much money. Asset flows can be evil as they drive valuations up as too much money pursues to...