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Delivering alpha lessons from 30 years of outperforming investment benchmarks

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Delivering alpha lessons from 30 years of outperforming investment benchmarks

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarksNGALPHALessons from 30 Years of Outperforming Investment BenchmarksHILDA OCHOABRILLEMBOURGFounder and Former CEO of Strategic Investment GroupPraise f

or Delivering Alpha Ochoa-Bril lembourg’s 30-year record—140 basis points above a portfolio of benchmarks, with 75 percent of rolling three-year perio Delivering alpha lessons from 30 years of outperforming investment benchmarks

ds yielding above-market returns—creates all the credibility necessary to make her book a primer for every serious investor. However, the real greatne

Delivering alpha lessons from 30 years of outperforming investment benchmarks

ss of Delivering Alpha is how Ochoa-Brillembourg helps investors navigate the 25 percent of rolling three-year periods when they feel like taihues. “T

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarks won with philosophical vision and disciplined organization.—PETER ACKERMAN, former head of special projects in the high yield and convertible bond de

partment and head of international capital markets, Drexel Burnham LambertWhat a marvelous book! Smart, informative, intelligently wrought, and beauti Delivering alpha lessons from 30 years of outperforming investment benchmarks

fully written. I’ve been in management for my entire career, running offices and divisions for two New York publishers as well as the Washington Post

Delivering alpha lessons from 30 years of outperforming investment benchmarks

and the Library of Congress, and I have never read as engaging and illuminating a business book as Hilda Ochoa-Bril lembourg's Delivering Alpha. Punct

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarksnyone who wishes to understand leadership practices, investment markets, the building of prosperity, the economy as a whole, and the human component t

hat underlies all these.—MARIE ARANA, prizewinning author, most recently OỈ Bolivar: American Liberator. and literary director. Library of CongressTho Delivering alpha lessons from 30 years of outperforming investment benchmarks

se of us who know her from her Venezuelan Quinceanera years know her as Maftanita: an unusually thoughtful girl. Now Hilda has become an unusually tho

Delivering alpha lessons from 30 years of outperforming investment benchmarks

ughtful and experienced portfolio manager, gifting us an unusually charming and expert account of what it takes to add value to life and portfolios al

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarkse UN Security’ Council members. An admirable life and book.—AMBASSADOR DIEGO ARRIA of Venezuela, former president of the UN Security Councilhl the sea

of life, while many drift with the current, a brilliant few become the force of waves that crash the status quo and carry US forward. Hilda Ochoa-Bri Delivering alpha lessons from 30 years of outperforming investment benchmarks

llembourg is one such force. Delivering Alpha captures the energy tliat imagined, developed, and nurtured an entity marked by integrity, innovation, a

Delivering alpha lessons from 30 years of outperforming investment benchmarks

nd excellence in the pursuit of alpha. No matter one’s investment acuity, readers will appreciate the illumination of ideas and the manifold skills ne

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarkst GroupI never see this. Ever. As if penning the last letter to her heirs, one of tlie great minds in global investing sets out everything she has lea

rned in 40 years. Strategy, tactics, rules of thumb, avoidable mistakes, and the talent, psychology, and governance of great investment cultures. Hild Delivering alpha lessons from 30 years of outperforming investment benchmarks

a Ochoa-Brillembourg writes for experts and professionals. But there is enough h< https://khothuvien.corn words of the English proverb, “healthy, w ea

Delivering alpha lessons from 30 years of outperforming investment benchmarks

lthy, and wise.”DAVID G. BRADLEY, chairman, Atlantic Media GroupHilda Ochoa-Bril lembourg lias w ritten a compelling insider's tour through profession

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarks unpacks how the best investors achieve sttong, stable returns over time. Delivering Alpha allows all of US to learn from the very best.—KATHERINE BRA

DLEY, founding chairman, CilyBridge EducationIt is widely acknowledged that good governance is critical to an organization’s long-term success. Actual Delivering alpha lessons from 30 years of outperforming investment benchmarks

ly implementing such governance, however, is another matter entirely, hi Delivering Alpha, Hilda Ochoa-Brillcmbourg expertly demonstrates not only why

Delivering alpha lessons from 30 years of outperforming investment benchmarks

good governance matters, but also what it looks like and how it can be achieved. Any manager wishing to secure a strong and stable future for his or

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarksituteThe concepts and practices Hilda describes here were developed by bringing to the task of portfol io management the best analytical resources and

experience-born judgment and insight w e could find. It was exciting to be pioneering a new service model for large asset pools, and particularly sat Delivering alpha lessons from 30 years of outperforming investment benchmarks

isfying to be doing so among respected, creative colleagues and friends. The only thing better than reading about it in this wondertill book w as livi

Delivering alpha lessons from 30 years of outperforming investment benchmarks

ng it. Hilda offers the reader the opportunity to do both.-MARY CHOKSI. cofounder and former managing director. Strategic Investment GroupHilda Ochoa

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarks principles of delivering sustainable value-added in investing. And it's a pleasure to read.RAY DALIO, founder, co-CEO. and cochairman of Bridgewater

Associates and author of the New York Times number one bestseller PrinciplesDelivering Alpha, like its author. Hilda, is a founta in of knowledge and Delivering alpha lessons from 30 years of outperforming investment benchmarks

wisdom Illis book is a guide for institutional fiduciaries on how to create alpha over a generation time frame. Hilda’s experience highlights how to c

Delivering alpha lessons from 30 years of outperforming investment benchmarks

ombine the science of finance with pragmatic solutions to governance challenges that face institutional investors and how a culture of innovation rene

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarkss of our joint efforts.—MICHAEL DUFFY, co founder and former managing director. Strategic Investment GroupA one-of-a-kind book. Light on theory and se

rious on practice. Delivering Alpha is for any finance professional w ho wants to know how to add sustainable value to globally diversilied institutio Delivering alpha lessons from 30 years of outperforming investment benchmarks

nal portfolios beyond w hat's learned in textbooks.RICARDO ERNST. Baratta Chair in Global Business. McDonough School of Business, Georgetown Universit

Delivering alpha lessons from 30 years of outperforming investment benchmarks

yOver three decades, the ex-World Bank investment team led by Hilda 0< outperformed the market benchmark without generating any additional volatility.

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarksASTIAN MALLABY. the Paul Volcker Senior Fellow in International Economics at the Council on Foreign Relations and author of More Money Than God: Hedge

Funds and the Making of a New Elite and The Man Who Knew: The Life and Times of Alan GreenspanAlpha is the holy grail of investment management. It is Delivering alpha lessons from 30 years of outperforming investment benchmarks

rare, difficult, elusive, and enormously valuable. Hilda is one of the very tew managers who have delivered alpha consistently over a long period of

Delivering alpha lessons from 30 years of outperforming investment benchmarks

time. Pay attention ...—JACK MEYER, former president and CEO of the Harvard Management Company and founder CEO of Convexity Capital ManagementHilda’s

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

Delivering alpha lessons from 30 years of outperforming investment benchmarks her departure. As the investment environment evolves, the principles of analytical rigor, disciplined governance, innovation, and collaboration espou

sed in Hilda's book are her lasting legacy that guides us in the continuing pursuit of alpha for all of our clients.—BRIAN A. MURDOCK, president and C Delivering alpha lessons from 30 years of outperforming investment benchmarks

EO of Strategic Investment GroupHilda Ochoa-Brillembourg’s technical prowess as a finance professional is as impressive as her ability to combine the

Delivering alpha lessons from 30 years of outperforming investment benchmarks

state-of-the-art techniques she masters with a deep understanding of human behavior. These pages are full of usefill, actionable insights. A must-read

"Belongs on the bedside table of every serious practitioner of asset management.” —DAVID E SWENSEN. Chief Investment Officer. Yale UniversityDELIVERIN

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