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Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio
Manage episode 485812636 series 2516748
In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.
Topics Discussed
- Rafael Ortega’s journey from engineering to a transformative investment philosophy
- The evolution of the permanent portfolio strategy into a modern diversified approach
- Structural diversification and risk balancing using all-weather return stacking
- Customizing portfolio volatility through post-diversification leverage
- Overcoming operational and regulatory hurdles in Europe’s investment landscape
- The integration of trend following, carry, and other non-traditional diversifiers
- Communicating advanced diversification concepts to retail investors
- The future outlook for portable alpha and return stacking in an evolving regulatory framework
248 episodes
Manage episode 485812636 series 2516748
In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.
Topics Discussed
- Rafael Ortega’s journey from engineering to a transformative investment philosophy
- The evolution of the permanent portfolio strategy into a modern diversified approach
- Structural diversification and risk balancing using all-weather return stacking
- Customizing portfolio volatility through post-diversification leverage
- Overcoming operational and regulatory hurdles in Europe’s investment landscape
- The integration of trend following, carry, and other non-traditional diversifiers
- Communicating advanced diversification concepts to retail investors
- The future outlook for portable alpha and return stacking in an evolving regulatory framework
248 episodes
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