Ben Warwick, Quantitative Equity Strategies

About the Author

Ben Warwick, Quantitative Equity Strategies

Veteran investment strategist Ben Warwick brings 20 years of investment management expertise to AdvisorOne.com in his blog, Searching for Alpha. His market and economic insights provide readers with an insider’s view on generating alpha through asset allocation, the use of strategic portfolio “tilts” and alternative investments.

Ben Warwick founded Quantitative Equity Strategies (QES) in 2002 as a platform for implementing his quantitative investment strategies. The firm manages assets with traditional long-only equity and fixed income, private equity, managed futures and alternative investment mandates. QES has developed an industry leading expertise in building investment programs that can replicate alternative returns, while offering daily liquidity and transparency. These products include the HFRq, a hedge fund replication strategy developed in concert with Hedge Fund Research in Chicago; the Managed Futures Beta Index, with Aspen Partners; and the Nomura QES Modeled Private Equity Returns Index (PERI), which was developed with Nomura Bank and Preqin, the leading source of information in the private equity industry.    

He is the author of several books, including "Searching for Alpha: The Quest for Exceptional Investment Performance," (Wiley, 2000) and "The Handbook of Managed Futures," with Carl Peters, (McGraw-Hill, 1996).  He can be reached at ben@qesinvest.com.

• Gaming Steroid-Free Markets: What’s an Advisor to Do?—Searching for Alpha for May 2013

  By Ben Warwick, Quantitative Equity Strategies  |  May 1, 2013

  So if hedge fund managers can’t outperform in these market conditions, better revisit your diversification strategy.

• Sell in May? No Way!—Searching for Alpha for April 2013

  By Ben Warwick, Quantitative Equity Strategies  |  April 1, 2013

  With May on the way, three fact-based reasons debunking one of the great myths of investing.

• Time for Market to Show Its True Mettle—Searching for Alpha for March 2013

  By Ben Warwick, Quantitative Equity Strategies  |  March 1, 2013

  Yes, the market is sending mixed messages on stocks, but here's why I remain bullish and why clients should stay invested. Hint: valuation is involved.

• The Liquidity Curse—Searching for Alpha for February 2013

  By Ben Warwick, Quantitative Equity Strategies  |  February 1, 2013

  No one wants what anyone can have. Such is the case with free-flowing injections of money into the financial system.

• 2013: The Year of Trading Dangerously—Searching for Alpha for January 2013

  By Ben Warwick, Quantitative Equity Strategies  |  January 2, 2013

  The markets this year will be dominated by politics: expect panic sell-offs, but hew to the long-term view in building sensible client portfolios.

• Where to Invest if Rates Rise—Searching for Alpha for December 2012

  By Ben Warwick, Quantitative Equity Strategies  |  December 3, 2012

  How we may change our portfolios if rates head higher, with market index performance for November 2012.

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  Playing the Post-Election Market Slump

  By Ben Warwick, Quantitative Equity Strategies  |  November 9, 2012

  The current 3.5% slump in equity prices since the election has created a raft of uncertainty about the future direction of the market.

• Ragtops and Higher Rates—Searching for Alpha for November 2012

  By Ben Warwick, Quantitative Equity Strategies  |  November 1, 2012

  One of the most often-asked questions I receive is the potential impact of higher interest rates on portfolio returns.

• What Mr. Bernanke Got Right—Searching for Alpha for October 2012

  By Ben Warwick, Quantitative Equity Strategies  |  October 1, 2012

  On inflation, the Fed chairman’s assumptions have proven correct, and stocks may well benefit in the fourth quarter.

• Rethinking Fixed Income—Searching for Alpha for September 2012

  By Ben Warwick, Quantitative Equity Strategies  |  September 4, 2012

  It’s time to start planning how fixed-income allocations should change based on current economic realities.