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Arnim Holzer (Twitter @arnimh) is a 30 year veteran of the investment industry. Over the past 15 years,He has served as a global macro portfolio manager, investment strategist, and asset allocation strategist for a series of major investment firms. His area of expertise include global tactical asset allocation and long/ short global macro portfolio construction utilizing retail and institutional vehicles to acheive absolute return objectives.

Mr Holzer blends top-down fundamental macro analysis with technical and quantitative disciplines to arrive at medium to long term views which are then blended to arrive at model portfolio positioning. Mr. Holzer believes that portfolios should manage asset class, sector, ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Weekly
  • Interests: Alternative Investments, Bonds, Commodities, Developed International Markets, ETFs, Forex, Gold, Mutual funds, Options, Retirement savings, Stocks - long, Stocks - short, Tech stocks
ASH Strategy, LLC ASH Strategy provides independent global macro, asset allocation, and portfolio construction advisory services. - Thematic global macro alpha generation - Strategic Asset Allocation structure and execution - Tactical Asset Allocation structure and execution - Investment policy, guidelines, and execution ...More
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My ASH Strategy tail risk indicator up 92 Bps on open. Yen $FXY, Tsys $TLT, and Gold $GLD components adding value. Details on LinkedIn. 2 days ago