News, Vision & Voice for the Advisory Community


Bean Town Brahmins -- ex-Windhaven execs -- may pay as much as $100 million for F-Squared remains

The embattled Wellesley, Mass.-based ETF manager filed Chapter 11 to make a sale contingent on transitioning its remaining $5 billion of managed assets

Friday, July 10, 2015 – 5:38 PM by Sanders Wommack
no description available
David Cabot: I know this has been, and remains, a difficult process

Stephen Winks

Stephen Winks

July 13, 2015 — 5:20 PM

The F-squared technology is brilliant, no one has ever said it does nor work, as it does what it is supposed to do. So the F-squared story is tragic as the F-squared strategy transcends the risk management that can be achieved by individual investment mandates. Windhaven executives are very shrewd in assessing the F-squared application (institutional and retail) as a standalone consideration. Even better, because return is determined by the capital required to acquired to acquire an investment, F-squared becomes an exceptional investment vehicle.

Stephen Winks



August 26, 2015 — 3:53 PM

I don’t know if F-squared is brilliant. I mean, Broadmeadow wants it because it’s very similar to the actually brilliant etf sector rotation strategy that they had at Windhaven. And, F2 never really protected on the downside… it was simply rotating into a short UST ETF not actually putting on hedges or anything.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo