Kensington Asset Management

Insights

  • When the Sell-Off Ends

    At Kensington Asset Management, our top priority is avoiding drawdowns in all types of market conditions. Since the inception of our Managed Income Strategy in 1992, we’ve seen steep declines from the bubble-bursting drawdowns of 2001 and 2008, and in 2020, due to the COVID-19 outbreak.

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  • To be Uncertain is to be Uncomfortable, but to be Certain is to be Ridiculous

    The title above comes from a Chinese Proverb that can be thought of as the philosophical rationale for trend following investment strategies. The only constant, both in life and in investing, is change.

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  • Trend Following and Tail Risk

    The title above comes from a Chinese Proverb that can be thought of as the philosophical rationale for trend following investment strategies. The only constant, both in life and in investing, is change.

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