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Chicago Global is an investment management firm combining defensive and opportunistic strategies into an all-weather portfolio.

Tag: Long-term Investing

Research

How Strongly Do Expectations Affect Portfolio Choices?

Investors increase the share of equities in their portfolios by about 0.7 percentage points when the return that they expect to earn on stocks rises by 1 percentage point.

June 11, 2019September 18, 2019Investor Beliefs, Life-Cycle Investing, Long-term Investing, Portfolio Management
Perspectives

Tributes to Jack Bogle (1929-2019)

This piece collects perspectives from various industry leaders reflecting on Jack Bogle's contribution to the financial services industry over his long and illustrious career. As the world markets fluctuate and fund managers fight to gather assets, it is worth reflecting on the state of the fund management industry now, which was largely disrupted by Jack Bogle.

May 23, 2019September 18, 2019fiduciary, Long-term Investing, Low-Fees
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chicagoglobal

Chicago Global Strategies is a Cayman Islands-domiciled quantitative global factor investing fund that is created based on the guiding principles based on over 50 years of financial markets research done at or influenced by the intellectual tradition from the University of Chicago. We are committed to maintaining low fees, take a long-term efficient markets viewpoint, and deploy guiding principles in behavioral finance to create portfolios with defensive and opportunistic tilts to help clients grow their wealth over the long term.

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