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Jeffrey W Huge: How to Construct a Portfolio that Consistently Generates Positive Alpha

  • 09/02/2021
  • 6:00 PM - 7:00 PM
  • Zoom Webinar - link in confirmation email


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How to Construct a Portfolio that Consistently Generates Positive Alpha  

Join us for a webinar with Jeffrey W. Huge, CMT on:

  • Understanding your benchmark
  • Proper measures of alpha
  • Periodicity choices
  • Security selection processes
  • Position management from cradle to grave
  • Quarterly Performance vs. Portfolio Turnover
  • Discussion / Q&A

Cost: Members only event -- free for dues paying members (please sign-in to register)

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Sep 2, 2021 at 6:00 PM Pacific Time

About Jeffrey W Huge, CMT:

Jeffrey Huge is President and Chief Investment Officer of JWH Investment Partners, a private family office and proprietary research boutique, with a focus on generating positive alpha. His flagship publication, ALPHA INSIGHTS, provides subscribers with his unique brand of global market analysis, including asset allocation and sector rotation models, and dozens of actionable long and short trade ideas. 

By way of background, Jeff studied economics at the University of Minnesota, and later earned an MBA from the University of St. Thomas, before starting his investment career more than 30 years ago. For 25 years, he worked in equity capital markets for several bulge-bracket investment banks, primarily on the institutional sales and trading desks. During that time, he had the privilege of working with a number of distinguished technical analysts including Bob Farrell, Dick McCabe, Alan Shaw, and Louise Yamada, to name a few. With the benefit of their influence, he developed his own expertise in technical analysis, and eventually earned the CMT designation. In 2014, he moved to the buy-side at the behest of a long-time client – another well-respected technician by the name of Steve Leuthold – who invited Jeff to join his firm to help him run a global macro hedge fund. In 2018, Jeff launched a family office, with the intention of trading solely for his own account. But after a few months, he received so many inquiries from former clients and colleagues seeking his advice, that he decided to begin publishing his views as a subscription service. 

Jeff’s work emphasizes the value of relative strength, or momentum. More specifically, it focuses on the change in relative strength as measured by its own momentum. In other words, the momentum, of momentum. Each month, he publishes ALPHA INSIGHTS, a 100-page chart compendium providing subscribers with a review and outlook covering everything from U.S. equity markets, sectors and actionable stock ideas, to 15 foreign developed and emerging equity markets, and a variety of macro markets including commodities, currencies, crypto, and rates. He supplements that publication with a list of fresh ideas every Monday in his Weekly Playbook report.

ALPHA INSIGHTS presents all of Jeff’s ideas and conclusions utilizing a combination of technical and quantitative analysis, with concise commentary and intuitive data visualization techniques designed to clarify the decision-making process, while highlighting trade set-ups with specific profit targets and stop-loss budgets in order to help his readers manage risk and generate positive alpha.
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