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.

• In Q2, Prepare for Mettle-Testing Markets—Searching for Alpha for April 2012

  By Ben Warwick, Quantitative Equity Strategies  |  April 2, 2012

  Why I expect to see a respite to the near-hyperbolic rise in stocks.

• Low Rates Driving Market Higher, but Watch Valuations—Searching for Alpha for March 2012

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

  The stock market has been able to follow a spectacular January with an impressive February.

• On Call, Gundlach Voices Concerns on Consumer, Government Debt

  By Ben Warwick, Quantitative Equity Strategies  |  February 21, 2012

  Noted manager worries about personal income and jobs when stimulus ends; points out disagreement among Fed governors on rate hikes.

• BDCs Make Sense Here

  By Ben Warwick, Quantitative Equity Strategies  |  February 15, 2012

  As the economy continues to heal, business development companies (BDCs) can potentially add significant value to a portfolio.

• Best Month for Stocks in 15 Years, but for Rest of Year?—Searching for Alpha for February 2012

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

  Plenty of good signs for the markets, but 2012 is likely to be another circuitous year for stocks.

• Doubleline Capital Looks Back at 2011, Ahead to 2012 for Markets

  By Ben Warwick, Quantitative Equity Strategies  |  January 6, 2012

  Jeffrey Gundlach firm’s “Just Markets” call explores outlook for Europe, U.S. stock and debt markets: caution on China, bullish on EM equities

• 5 Most Likely Market Moves in 2012—Searching for Alpha for January 2012

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

  Here is a list of the five most likely market scenarios for 2012. Hint: more of the same likely this year as last, starting with politics trumping economics (again).

• Is a December Rally Likely?—Searching for Alpha for December 2011

  By Ben Warwick, Quantitative Equity Strategies  |  December 1, 2011

  The central bank-inspired rally may very well continue up through the end of 2011.

• One Way to Protect Client Portfolios From Europe

  By Ben Warwick, Quantitative Equity Strategies  |  November 21, 2011

  Europe remains the biggest threat to U.S. economic growth. One solution: a trend-based managed futures fund.

• Why Stocks May Continue October’s Rise—Searching for Alpha for November 2011

  By Ben Warwick, Quantitative Equity Strategies  |  November 1, 2011

  After the worst quarter for stocks in three years, why October's big rally may well continue throughout Q4.