A Strategic Investor’s Guide to Tactical Investing – Salient – 2.14.17

Summary:

Now On Demand.

Our policy-driven market climate is uncertain, especially with ever-shifting and untrusted headlines, “fake news” and exaggerated “issues.” What’s real, who are the real players and how should we be playing this game? Advisors are seeking clarity, and we believe they should be strategically aligning client portfolios based on game theory tactics.

Join Dr. Ben Hunt and Chris Guptill, Co-Portfolio Managers of the Salient Tactical Plus Fund, to discuss:

• Fiscal policy and shifting narratives
• Uncovering market opportunities
• Tactical investment methods and strategies

Speakers:

Ben Hunt is the chief investment strategist at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As chief investment strategist, Dr. Hunt helps develop investment strategy for the firm, works with portfolio managers and key clients to incorporate his investment views into their decision-making process, and manages certain portfolios directly. Dr. Hunt is a featured contributor to a wide range of investment publications and media programming.

Dr. Hunt received his Ph.D. in Government from Harvard University in 1991. He taught political science for 10 years at New York University and (with tenure) at Southern Methodist University. Dr. Hunt wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Dr. Hunt is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts.

Dr. Hunt began his investment career in 2003, first in venture capital and subsequently as a portfolio manager of two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. Dr. Hunt joined Salient in 2013, where he combines his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to provide a unique perspective on investment risk and reward on behalf of Salient and its clients.

Chris Guptill is co-chief executive officer, chief investment officer and portfolio manager at Broadmark Asset Management. He founded Broadmark in 1999 and leads the development of the firm’s investment management programs and products. As a specialist in market analysis and risk management, Chris is also responsible for the implementation of all portfolio management and execution.

Chris began his career in 1979 at Paine, Webber, Jackson & Curtis. In 1994, he joined McKinley Capital Management as a senior portfolio manager. He later became the firm’s chief equity strategist as well as developed, launched and co-managed the firm’s highly successful alternative investment portfolios.

Chris holds a Bachelor of Arts in economics from California State University, Chico.