VP Investment Framework

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Process Review
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We review our performance, ask what went well and what went wrong, and how we can improve our process and models.

Empirical Philosophy
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Repeatable Models
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Actionable Ideas
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VP Cookbook
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Our cookbooks outline the key principles that influence how we approach markets and building models.

Understanding Series
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In this series of reports, we describe how we think about fundamental economic and market concepts.

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Structural Indicators
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Modeling long term themes like demographics, capital cycles, debt and currency crises. Our long-term models work over horizons of 2-3 years and beyond.

Leading Indicators
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We create leading indicators for inflation, growth and liquidity. These allow us to navigate the business cycle over 6-12 months.

Tactical Indicators
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Our tactical indicators and signals help clients with short term positioning. These signals are useful over time horizons of days and weeks.

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Asset Allocation
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We bring together our core views and investment ideas. The portfolio is created by balancing time horizons and sizing positions appropriately.

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Qualitative research together with our models allow us to find the next big investment theme. We have covered Shale, Biotech, and the Commodity Super Cycle.

Portfolio Watch
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We write up investment ideas that emerge from our tactical and cyclical indicators. We also discuss current market drivers.

Macro Snapshot
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A monthly overview of market drivers, critical indicators, and key investment views.

Empirical. Repeatable. Actionable