Senior Vice President
Senior Portfolio Manager
Head of Strategic Value Dividend Team
For decades investors have trusted modern portfolio theory to maximize returns with a given amount of risk, but strategies often vary greatly from the approach employed every day in the business world. Getting Back to Business by dividend-investing specialist Daniel Peris puts the focus on a common-sense strategy for cash returns and cash investments.
It’s time to rethink your portfolio.
Daniel Peris, Ph.D., CFA
Why modern portfolio theory fails investors and how you can bring common sense to your portfolio
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