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Notes from A Quant Winter by Robin Wigglesworth
By Investment Moats  •  February 13, 2024
Robin Wigglesworth, the author of the book Trillions, wrote a lengthy but great post about the 2018 to 2020 winter in quantitative fund investing. A quant winter’s tale. This article is non-paywall. I would pay attention to who can explain this investment stuff in a better way than I could these days. This is why I like this article. Most of the stuff is not new to me. Robin also got on the Rational Reminder podcast to explain the thinking behind this article: But I thought I will just note down the important parts from this article, so that I do not have to re-read again and for easy future reference. History of Return Drivers 300 years ago – Sephardi merchant Joseph de la Vega wrote about a “new” phenomenon of navigating the financial markets in 17th-century Amsterdam: Have patience. Accept both profits and losses with equanimity....
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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