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Wrong Duncan Wilkinson?

Mr. Duncan Wilkinson E.

Chief Executive Officer

AlphaSimplex Group , LLC

Direct Phone: (617) ***-****       

Email: d***@***.com

AlphaSimplex Group , LLC

255 Main St. 10th Fl

Cambridge, Massachusetts 02142

United States

Company Description

AlphaSimplex offers a new generation of adaptive quantitative investment strategies that are designed to perform better in a changing world. We strive to create value for our investors by constantly evolving and adapting our investment products to capture ... more

Find other employees at this company (25)

Background Information

Employment History

Executive Vice President, Director of US Affiliates

Executive Vice President , Director

Executive Vice President , Director
U.S. Affiliates

Senior Manager
PricewaterhouseCoopers LLP

Chief Financial Officer
IXIS Asset Management Advisors , L.P.


Church Council Member



Brown University


Boston University

Web References (27 Total References)

Duncan Wilkinson, CEO of ...

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Duncan Wilkinson, CEO of AlphaSimplex Group

In the financial media, you will see arguments in favor of active management of mutual funds and the importance of allowing a fund manager's long-term strategy to play out, rather than chasing performance by purchasing shares of whatever fund performed best during the previous year. You will also see well-thought-out arguments that say you're much better off in a broad stock index fund, as it's difficult for stock pickers to outperform the market.
"Asset allocation, whether you do active or passive for pieces, isn't broken; it is based in good sound reasoning, but it is incomplete because you are basically long stocks and long bonds," according to Duncan Wilkinson, CEO of AlphaSimplex Group.
In an interview Wednesday, Wilkinson discussed a "managed futures" approach, one of several that the firm uses, and the importance of asset-class diversification.

Managed Futures Trading Online at Futures Trading Guide

www.tradingguide4u.com [cached]

Duncan Wilkinson, CEO of AlphaSimplex, said the ability to go long and short -- and not be dependent on stocks alone -- were the keys to success. "Because ...

Duncan Wilkinson, CEO of ...

www.thestreet.com [cached]

Duncan Wilkinson, CEO of AlphaSimplex, said the ability to go long and short -- and not be dependent on stocks alone -- were the keys to success.

"Because this strategy has the ability to go long and short, it is not dependent on any asset class going up. Down markets can also be an opportunity to profit," said Wilkinson. "It is also focused not just on stocks, but bonds, rates, currencies and commodities."
Wilkinson's trend-following Natixis ASG Managed Futures Strategy(AMFAX) was up over 2% in the third quarter, which was consistent with the NewEdge trend index that is an equal weight of the largest trend-following hedge funds. For comparison's sake, the S&P 500(SPY) was down around 6.5% over the same period.
Wilkinson said there is no clear trend right now in equities, which makes him cautious around equity exposure. He said the equity market might continue to see these periods of ups and downs with no particular trend, which is a challenging environment for any investor. He added that this is in stark contrast to last year, where there was a solid trend in U.S. stocks that benefited investors who stuck with it.
Must Read: The Going Has Been Tough for John Paulson Lately -- Here Are 3 Bright Spots in His Portfolio
He said another shift has been in currencies, where the once hugely popular trade to go long the U.S. dollar and short the euro and yen has broken down.
"We were in that trade as well, and right now we are positioned out of it," said Wilkinson. "We feel that trade has extended to the point when we don't see a strong trend in that, so we are no longer short those currencies as much as we were earlier in the year."
A stronger trend to follow, according to Wilkinson, is to short weakening emerging market currencies, which he said "makes sense" because of China's slowing economy.
When it comes to commodities, Wilkinson said the stabilization of prices in major raw materials like oil and gold makes it difficult for managed futures funds to participate because of the lack of a trend to follow. As a result, he said his fund is looking further afield to agricultural commodities like corn and wheat.
Finally, when it comes to the Federal Reserve'slooming interest rate hike decision, Wilkinson said he would prefer it to come sooner rather than later because his fund holds short-term paper that supports the futures contracts it purchases.
"If rates go up, that's a bit of a tailwind for us," said Wilkinson.

Duncan B. E. Wilkinson, ...

www.alphasimplex.com [cached]

Duncan B. E. Wilkinson, CFA

Duncan B. E. Wilkinson, CFA Chief Executive Officer View Bio →

President: Duncan Wilkinson ...

x.trinitylutheranscottsboro.com [cached]

President: Duncan Wilkinson (256) 582-2545

Vice President:Vacant

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