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Resolve's Gestalt University

Nov 16, 2021

Jack Forehand is co-founder, partner and CIO at Validea Capital, and is also the co-host of the popular Excess Returns podcast. He joined us for an awesome conversation that included topics such as:

  • The different styles for interviewing guests –preparation vs improvisation
  • Factor models to decompose the returns achieved by famed managers
  • Peter Lynch and the real mystery behind his track-record
  • Momentum vs return chasing
  • Cycles, underperformance and the benefits of combining different methodologies
  • The hard problem of factor allocation based on historical returns
  • A pragmatic approach that earned Jack his Twitter Handle – @practicalquant
  • Education, discipline and adherence
  • The incredibly long winter experienced by the value factor – is it over
  • Behavioral vulnerabilities – knowing about them doesn’t dampen their effect
  • Holding minimum amounts of cash – the additional tail-wind for indexed products
  • Tracking error can be more painful than the risk of losses
  • Why finding your like-minded tribe is a crucial component of sticking with a strategy

Thank you for watching and listening. See you next week.


This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.


*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.