Cameron HightWhich Way Is Up? Why Six Of One Is Not Always Worth A Half Dozen Of Another“Rule №1: Never lose money. Rule №2: Never forget rule №1.” — Warren BuffettDec 22, 2016Dec 22, 2016
Cameron HightUsing Analytics to Improve Investment ProcessBy Cameron Hight and Justin HarrisDec 5, 2016Dec 5, 2016
Cameron HightProbably Is Not ProbabilityIf I tell you that I believe something is likely to happen, what probability would you give my usage of “likely”? How do you know it is the…Nov 9, 2016Nov 9, 2016
Cameron HightThe Cup is Half Full — Kahneman StyleAfter suggesting a solution and getting no negative feedback — “Gentlemen, I take it we are all in complete agreement on the decision…Oct 25, 2016Oct 25, 2016
Cameron HightLuck vs. Skill in Investing (Alpha Theory Book Club with Michael Mauboussin)On October 3rd, Alpha Theory hosted the “Success Equation” book club with the author, Michael Mauboussin, and 35 PMs, analysts, and…Oct 7, 2016Oct 7, 2016
Cameron HightThe Day the Music DiedFor the past few years, I have had a significant edge in my fantasy football leagues because of my pre-draft preparation. Each year, I…Sep 12, 2016Sep 12, 2016
Cameron HightSuperforecasting — Alpha Theory Book ClubAlpha Theory hosted its first ever book club on July 12th with over 40 portfolio managers, analysts, and allocators coming together to…Jul 18, 2016Jul 18, 2016
Cameron HightThe Probabilistic Theory of Relativity“A reasonable probability is the only certainty.” — Edgar Watson HoweJul 11, 2016Jul 11, 2016
Cameron HightAgonizing Over AnnualizingAnnualized returns allow for assets with different time horizons to be more easily compared. The uncertainty of returns causes two major…Jun 23, 2016Jun 23, 2016
Cameron HightHow Good Are My Analysts? Building a Better Hedge Fund Through Moneyball & SuperforecastingTraditionally, measuring hedge fund analyst skill has been an opaque process mired in ambiguity and subjectivity. It is often misconstrued…Jun 21, 2016Jun 21, 2016