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Matt Erickson is the CEO & Chief Investment Officer for Renaissance Capital Management, LLC. Matt also serves as the CIO for Legacy Planning & Associates, Inc., and is the author of the recently published book by Wiley & Sons, "Asset Rotation: The Demise of Modern Portfolio Theory and the Birth of an Investment Renaissance".
- Description: Mutual Fund Manager. Trading frequency: Monthly
- Interests: ETFs, Stocks - long
Renaissance Capital Management, LLC Renaissance Capital Management is a boutique asset management firm located in Metropolitan Detroit. Matt Erickson serves in the dual capacity of CEO and Chief Investment Officer. Our firm specializes in providing investors with real world solutions for today's changing investment landscape. Renaissance ...More
Capital Management also serves as the sub-advisor for the Legacy Portfolios, available at Legacy Planning & Associates, Inc - www.legacyplanningassociatesinc.com
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Asset Rotation: The Demise of Modern Portfolio Theory and the Birth of an Investment Renaissance In Asset Rotation, portfolio management pioneer Matthew P. Erickson demonstrates a time-tested approach to asset management that has worked throughout the history of capital markets, in good times and bad. Providing investors with strong participation in rising markets, but more importantly with a discipline ...More
to reduce participation in prolonged declines. Over time this revolutionary approach has yielded superior returns, with significantly reduced levels of risk; providing the engine for true, long-term sustainable growth. The investment world as we know it has changed, and the paradigm has shifted. What has worked in the past may no longer work in the future. No longer may bonds be regarded as a safe haven asset class, as for the first time in generations, investors in fixed income face losses as interest rates rise from historical all-time lows. For those adhering to a conventional Modern Portfolio Theory based investment approach to asset management, what was once regarded as safe and stable, may very well soon become our greatest impediment. Asset Rotation provides investors with a practical solution for today's real world problems. This tactical approach to asset management provides us with concrete proof that there is indeed a better way. We are standing on the precipice of an Investment Renaissance. What was previously impossible, is now possible. Find out how. Presents an easy-to-understand price momentum-based approach to investing Illustrates the benefits of asset rotation Offers a systematic approach for securing a sound financial future Provides further insights as to how to customize your own asset rotation portfolio Matthew Erickson gives investors a hands-on resource for how to navigate an increasingly difficult investment landscape, by providing them with keen insights into the most rapidly growing segment of the investment markets.
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