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Will Lee Profile
Will Lee, CFA, CAIA, FRM
Investment Director
Boston

Insights By Will Lee

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Portfolio construction Alternatives Equity Fundamental equity Alternatives investing Whitepaper
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More from the core: How fundamental extension (140/40) strategies could help

Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk. 

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Multiple authors

event September 2023
Whitepaper
2024-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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