Trade Alert – Factor Rotation Model
Due to the recent dispersion in returns, some positions in the factor rotation model have diverged from their model weights. Accordingly, we are rebalancing a number of positions, including buys and sells, to align the portfolio with the model targets. Please bear in mind that these trades are not related to a trading signal to switch between growth and value.
Factor Rotation Model
- Rebalancing selected positions back to their model weights. Please see the transactions page for details.
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Nick Lane
Nick Lane Portfolio Manager, MS, CFA®
Nick earned an undergraduate business degree with a double major in finance and accounting and a Master of Science in finance from the University of Houston. While earning his graduate degree, Nick was an analyst and portfolio manager for the Cougar Investment Fund, the Bauer College of Business investment fund managed by select graduate students. Nick spends much of his spare time indulging in his passion for the outdoors via bass fishing, fly fishing for trout, saltwater fishing, and hunting, as well as spending quality time with his wife. Nick resides in Jersey Village with his wife, Vivianne, and their two dogs and cats.