This video was originally shared with VP clients on September 23, 2024. Link to original video here. To gain access to more of our research, contact us here.

Speakers: Tian Yang (CEO & Head of Research) and Scott Freeman (Director of Asset Allocation)

There are 2 key decisions to get right for asset allocation:

* How much to allocate to risk assets (stock vs. bond vs. cash allocation).

* How to gain exposure to outperforming sectors while avoiding underperforming ones.

We address these two problems in a repeatable way, using the best frameworks we have developed over the 15 year history of Variant Perception.

* Our leading indicators help us understand the business cycle.

* Our capital cycle models help us understand long-term profitability trends across industries.

* Our crowding indicators help us understand market positioning and herding behavior.

These 3 key models can be synthesized into modular and customizable portfolios that:

* Maximize upside capture & minimize downside capture vs. standard benchmarks.

* Do NOT take undue risk with leverage or hero calls.

* Have reasonable trading turnover.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.variantperception.com