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  • Writer's pictureSunil K Pai, CFA

Meet an Artificially Intelligent Investment Manager

Investment management is now a world of contrasts. The active vs passive, under vs out performers, systematic vs non-systematic, fundamental vs technical, growth vs value, the list goes on. As a CFA (and CPA) charter holder and having experienced many ups and downs over 25+ years in this business, one point has rung true to this day: in a liquid, developed market, price is king and risks of all forms must be sought after and judicially managed.

In 2006, my tea leaves suggested a major market correction in the making - I was with Capital One - and I sold everything down to cash, except my house. And, told anyone who cared to listen (not many) to sell everything. But, while sanguine in retrospect, there is a stark reality to having NO risk in one's life, which is, having to answer when and in what form to put that risk back on. Timing investments is a horrible technical and behavioral challenge and no one or machine has shown the ability to do so consistently, including your's truly.

So, I set off on what was truly a great journey to bring to the market an investment process that represented my relatively considerable experience in risk, investment theory and market operation so that I could provide a better answer to the quandary I faced from 2006 forward: how to better manage my cash and, importantly, utilize the inherent liquidity of the stock market to judiciously make money.

So, as this is my first blog post, I will expand on many of these topics going forward. There is much I can share with the hope that others many benefit. "Emerging Manager" in my context is one of opening up to the outside investment world through social media because I can state unequivocally that there are some important messages you should take from me as it relates to your investing future.

Disclosure Information

All information contained herein is for informational purposes only. This is not a solicitation to offer investment advice or services in any state where to do so would be unlawful. Analysis and research are provided for informational purposes only, not for trading or investing purposes. All opinions expressed are as of the date of publication and subject to change. ProForza and its affiliates are not liable for the accuracy, usefulness or availability of any such information or liable for any trading or investing based on such information.

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