Alex Gurvich, Founder and Portfolio Manager, The Rockledge Group

Alex is a founding member and Managing Partner as well as Portfolio Manager of The Rockledge Group and Rockledge Advisors. Rockledge is an independent investment advisory firm specializing in sector investing using proprietary “Sector Scoring and Allocation Methodology”. Rockledge manages funds for both US and European individual and institutional investors.

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A Salute to One Trailblazing ETF

In the active ETF world, we’ve just hit a major milestone — IQ Hedge Multi-Strategy Tracker ETF (QAI) is now three years old. Although there is no front-page Wall Street Journal article on this, and while CNBC did not pop champagne, I am nonetheless very excited and I believe it is a major achievement — both for the ETF industry in general and active ETF space in particular. The reason …

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Quell Your Worries With Liquidity

We’ve all heard the saying, “cash is king,” but in our investment world the word cash should be replaced with the word liquidity. Yes, for us, liquidity is king. Why am I even talking about cash and liquidity in this up market? After all, in this balmy and spring-like March, the market is doing very nicely indeed. Although the S&P 500 was down 1.6% in the first days of the …

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Alternative Investments Hit the Mainstream

Goldman Sachs says, “We believe the world has changed over the past decade, challenging participants’ ability to stay on track and achieve retirement goals.” This is the headline of Goldman’s recent advertisement promoting alternative investments for defined contribution retirement plans. Now if Goldman Sachs is promoting this, it means that this is either the height of the bubble for alternative investments or the beginning of an avalanche of funds flowing …

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Wealth Advisors Broaden Offerings To Include Hedge Funds

By Douglas Nelson and Michael DeJarnette, ConvergEx Prime Services — The world of alternative investment products is always changing. Sometimes the changes are dramatic and sometimes they are subtle. A seemingly subtle change is a recent trend involving independent wealth advisors entering the alternative investment space. Douglas NelsonMany observers believe this entry into the world of hedge funds by a group of advisors that has a reputation for being more …

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Q&A: Bringing Hedge Fund Strategies To The Mutual Fund World

FINalternatives Published on FINalternatives (https://www.finalternatives.com) Q&A: Bringing Hedge Fund Strategies To The Mutual Fund World Feb 8 2012 | 9:31am ET Direxion president and CIO Dan O’Neill says portfolio diversification is about asset classes, but it’s also about strategies. To O’Neill’s way of thinking, Direxion has been in the alternative asset business for years, having cut its teeth in the leveraged index mutual fund space before expanding into leveraged index …

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The Benefits of Alternative Strategies

This week’s Barron’s featured an article called “Just Don’t Lose It!” It was an interesting examination of how investors are nervous about the current and future state of the market. Even though January’s market returns were excellent, investors have a good memory of stock and economic gyrations going back to the collapse of 2008, and all the way to the wild up-and-down swings of the past year. This was my …

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