Finding Better Fund Alternatives
Research on comparing fund exposures, residual value, and more efficient alternatives.
Read →Founder & CEO of PortfolioFuture
Quantitative investor and researcher.
I founded PortfolioFuture, an independent fund discovery and intelligence company. We use empirical research to discover, evaluate, and rank ETFs and mutual funds, and identify where they can credibly compete for allocations in portfolios. Before PortfolioFuture, I spent nearly a decade in quantitative research, investment systems, and ETF portfolio management.
Current work
PortfolioFuture researches fund discovery, ranking, fund substitution, and investable return decomposition.
Empirical research evaluates fund exposures, return drivers, and portfolio roles to identify where funds can credibly compete for allocations.
Research
Research on comparing fund exposures, residual value, and more efficient alternatives.
Read →Research on explainable exposures, residual returns, and persistence over time.
Read →A framework for separating active-management skill from static factor and style exposures.
Read →Scale & recognition
Over more than nine years in quantitative investment management, I managed strategies across more than $1 billion in career AUM and AUA, including the FCF Leaders Strategy recognized by PSN Top Guns.
The supporting career context is quantitative research, investment systems, and ETF portfolio management. View the full evidence-backed track record →
External validation
Dedicated interview on durable multi-factor portfolios.
Quoted analysis on operating results and cash flow.
Coverage of free-cash-flow profitability research.