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Tim Fortier
Chief Investment Officer with Extensive Experience
Tim Fortier is a seasoned investment professional with over 30 years of experience in the industry.1 He currently holds the position of Director of Quantitative Indexing at Acruence Capital.3
Professional Background
Tim specializes in quantitative model development and portfolio management, with a focus on rules-based investment strategies.2 His expertise lies in creating and implementing systematic approaches to investing, which likely aligns well with his role in quantitative indexing.
Current Role and Company
At Acruence Capital, Tim Fortier is responsible for directing the quantitative indexing efforts.3 This role likely involves developing and overseeing index-based investment strategies using quantitative methods and models.
Online Presence
Tim maintains an active professional presence on LinkedIn, where his profile can be found under the username tim-fortier-a7229014.1 His LinkedIn profile indicates that he has over 500 connections, suggesting a well-established network in the investment industry.1
Additional Information
As a financial professional, Tim Fortier also engages in writing and publishing. He is described as a financial writer and newsletter publisher2, which suggests that he shares his insights and expertise with a broader audience beyond his primary role at Acruence Capital.
Highlights
Risk management has been and is at the heart of my approach to asset management for nearly all of my career.
It is IMO, the most important element of portfolio success. The mathematical laws of compound returns demand that losses be kept small.
The time to practice risk management is ALWAYS...not when the house is already on fire.
Risk management can take many forms. For active investors, position size and a disciplined sell process can help ensure portfolio longevity.
For portfolios gear to long-term client needs, I have found two approaches that work well.
Markets are constantly changing so why should portfolios be static? Ignoring starting valuations and market context can lead to prolonged periods of underperformance. Rather than static, I find adaptive, rule-based strategies that can monitor and automatically adjust without emotion, have superior long-term performance.
It may come as a surprise that I dislike most products sold as "hedged". Why is this? It is because in many cases, the hedge acts as a boat anchor during the up phase of the market, robbing investors of potential returns.
For example, one popular "hedged equity strategy" has underperformed the S&P 500 by 5% a year and yet still lost nearly 3% yesterday. Forgive me, but I am missing the benefit.
A better product would be one where the hedge is practically invisible during a rising stock market, but kicks in during days like the past few days.
One such example is Acruence Active Hedge US Equity (XVOL) that blends smart beta index construction with a minimal VIX hedge. Since the application of this approach beginning Nov. 1 of last year, the fund has kept pace with the rising market (without using market cap weighting) and delivered a nearly 12% gain yesterday with the market decline.
The key to risk management is to find a way so that the "insurance premium" for the protection is kept small enough so as not to minimize long-term performance.
For more info and disclosures please visit www.acruenceetf.com
DM me if you want to dive deeper into this topic.
I have provided an update on some key indicators that I follow.
https://lnkd.in/gr4E-ej9
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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