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Mean Reversion Machine
Mean Reversion Machine – GW18 & 19: Too much Cherki?
A regular excuse to use fantasy football as a metaphor for portfolio management
Mean Reversion Machine – GW17: Have your Phil?
Mean Reversion Machine – GW16: Chaos theory
Mean Reversion Machine – GW14 & GW15: Timberrrr!
Mean Reversion Machine – GW13: I saw three chips …
Mean Reversion Machine – GW12: No-Mo-vember
Mean Reversion Machine – GW11: Mo-mentum plays
Mean Reversion Machine – GW10: Ven, vidit, vicit
Mean Reversion Machine – GW09: Blank check
Mean Reversion Machine – GW08: Outside the box
Mean Reversion Machine – GW07: Big halo to Gabriel
Mean Reversion Machine – GW06: Semenyo Theory
Analysis
Planet MPS: Models of consistency
Andy Parsons digs deeper into the numbers of the top-performing MPS offerings
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet
