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Topic · Systematic Strategies & Alpha

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Strategy Families

38 articles · 3 checkpoints · 34 deeper reads · 1 reference notes

Every article, in reading order

plant a flag as you finish each

Read these first

  1. Why obvious mispricings survive. Arbitrage is not free money executed by an abstract market, it is a levered trade run by a fund that borrows shares, posts margin and answers to investors, and every one of those frictions can force it out of a position that was right.

  2. A multi-strategy book's Sharpe ratio depends less on how good any single strategy is than on how correlated its returns are with the others, two mediocre, uncorrelated strategies combine into something better than one great strategy run alone, and multi-manager platforms are built entirely around that arithmetic.

  3. Two ways to decide a trade, a rule written in advance and executed without exception, or a human choosing position by position. The difference is not the software, it is whether the book still trades when the PM is on holiday, and it decides whether your edge comes from being right or from being right slightly, often.

Then the rest

Reference notes1 short entries