62.1 Defining Your Edge
267.2 Harvesting Losses and Gains
72.2 Position Sizing and Leverage
277.3 Advanced Entity Structuring
82.3 Crafting a Defensive “Core and Satellite”
28Chapter 8. Harnessing Technology and Quantitative ToolsQuantitative funds now account for over 60% of US equity AUM, yet most investors don’t know where to start.
9Chapter 3. Advanced Asset Allocation TechniquesPortfolios optimized using hierarchical risk parity have historically outperformed traditional 60/40 by 1.2% annually.
298.1 Building Your Own Factor Model
103.1 Beyond 60/40: Multi-Asset Diversification
308.2 Algorithmic Trading Essentials
113.2 Hierarchical Risk Parity (HRP)
318.3 AI and Machine Learning Applications
123.3 Tactical Tilts and Regime Shifts
329.1 Scenario Analysis and Stress Testing
13Chapter 4. Identifying and Exploiting Market InefficienciesEven in “efficient” markets, 20% of trades generate 80% of excess returns.
339.2 Dynamic Hedging Frameworks
144.1 Event-Driven Opportunities
349.3 Governance and Controls
154.2 Quantitative Signal Mining
35Chapter 10. Scaling & Adapting Across Market CyclesInvestors who dynamically shift between growth and value regimes outperform static portfolios by 2.5% annually.
164.3 Behavioral Arbitrage
3610.1 Cycle-Based Allocation Adjustments
17Chapter 5. Mastering Alternative InvestmentsAllocations to alternatives have doubled in the last decade, yet many investors still treat them as opaque black boxes.
3710.2 Growing AUM Without Dilution
185.1 Real Estate Innovations
3810.3 Future-Proofing Your Strategy
195.2 Private Equity and Venture Capital Tactics
39Conclusion
205.3 Commodities and Collectibles
