Provides dynamic asset allocation investment solutions for plan sponsors, investment advisors, and individual investors.
Provides dynamic asset allocation investment solutions for plan sponsors, investment advisors, and individual investors.
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| HSGFX | Hussman Strategic Growth Fund |
| Registered Fiduciary | |
| TGAM | |
| April 2010 - Present (9 years 7 months) | |
|
How do I add value? Optimal asset allocation decision making today requires an active approach driven by the secular and cyclical nature of stock and bond investing and one that places the investor's greatest fear, principal investment loss, at the center of the approach. I provide custom asset allocation and investment oversight solutions designed for growing assets through protection. The solutions utilize fundamentals and technical factors and are driven at the major asset class, country and sector levels. Implementation is executed through active investment management, indexation, and/or fundamental indexation. |
| Co-Portfolio Manager, Director - Asset Allocation | |
| AXA US | |
| January 1999 - March 2010 (11 years 4 months) | |
|
Architect and co-portfolio manager to four equity ETF portfolios and six fund of fund strategic asset allocation portfolios with assets under management of $30B+. Lead manager for the creation, production, and management of asset allocation and portfolio manager research services across all individual investor products and institutional 401k plans. |
| AVP - Investment Management | |
| JPMorgan Chase | |
| 1997 - 1998 (1 year 9 months) | |
|
Served on a dynamic asset allocation team supporting asset allocation services across the bank broker dealer and private bank platforms. |
| Research Associate | |
| Prudential Financial | |
| 1996 - 1997 (1 year 9 months) | |
|
Developed a strategic asset allocation platform for a trust services unit. Delivered and supported investment oversight and mutual fund research to a broker-dealer channel. |
| Investment Executive | |
| PaineWebber | |
| 1995 - 1996 (1 year 9 months) |
| Individual Consultant | |
| TIAA-CREF | |
| 1990 - 1995 (5 years 9 months) |
| Hobart and William Smith Colleges | |
| Bachelor's Degree | |
| 1985 / 1989 | |
| Cultural Anthropology<br/> |
| Building a Balanced Portfolio | |
| Terry Grennon | |
| The Motley Fool | |
| 12/31/2013 |
| The Asset Allocation Pragmatist | |
| Terry Grennon | |
| The Motley Fool | |
| 11/27/2013 |
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