http://allaboutalpha.com/blog/2006/12/12/shark-attacks-fast-food-bad-drivers-and-no-place-to-hide/ Hedge funds, portable alpha, 130/30 and alpha-centric investing Fri, 19 Mar 2010 07:52:26 +0000 http://wordpress.org/?v=abc hourly 1 http://allaboutalpha.com/blog/2006/12/12/shark-attacks-fast-food-bad-drivers-and-no-place-to-hide/comment-page-1/#comment-98016 allaboutalpha.com: AllAboutAlpha.com Fri, 18 Apr 2008 10:48:57 +0000 http://allaboutalpha.com/blog/2006/12/12/shark-attacks-fast-food-bad-drivers-and-no-place-to-hide/#comment-98016 [...] Calvello’s bundled solution essentially addresses a need first identified by Morgan Stanley’s Mark Baumgartner for portable alpha to “cross the chasm”, as they say in Silicon Valley, between the early adopters of a new technology and ”the early majority” (see related posting). Â Technology author Geoffrey Moore argues that if products to cross this chasm, they must appeal to an audience that cares little about the technical intricacies and mechanics.  The problem in the tech world is that successful suppliers of the early adopters get too hung up with these features and are then unable to satisfy the needs of the broader marketplace.  If this model holds, then Calvello’s bundling idea may be just the thing for which the average institutional investor is looking.  [...] [...] Calvello’s bundled solution essentially addresses a need first identified by Morgan Stanley’s Mark Baumgartner for portable alpha to “cross the chasm”, as they say in Silicon Valley, between the early adopters of a new technology and ”the early majority” (see related posting). Â Technology author Geoffrey Moore argues that if products to cross this chasm, they must appeal to an audience that cares little about the technical intricacies and mechanics.  The problem in the tech world is that successful suppliers of the early adopters get too hung up with these features and are then unable to satisfy the needs of the broader marketplace.  If this model holds, then Calvello’s bundling idea may be just the thing for which the average institutional investor is looking.  [...]

]]> http://allaboutalpha.com/blog/2006/12/12/shark-attacks-fast-food-bad-drivers-and-no-place-to-hide/comment-page-1/#comment-193 All About Alpha » Blog Archives » Donald Putnam: ETFs a “Disruptive Technology” Sat, 30 Dec 2006 04:18:00 +0000 http://allaboutalpha.com/blog/2006/12/12/shark-attacks-fast-food-bad-drivers-and-no-place-to-hide/#comment-193 [...] When Donald Putnam (co-founder of Putnam Lovell) speaks, people listen.  So when he brands ETFs a “disruptive technology”, you know someone is in for a rough ride.  In this case, it’s mutual funds.  Like Morgan Stanley’s Mark Baumgartner and like us at AllAboutAlpha, Putnam views recent financial trends as fundamental game-changing “technological” innovations. [...] [...] When Donald Putnam (co-founder of Putnam Lovell) speaks, people listen.  So when he brands ETFs a “disruptive technology”, you know someone is in for a rough ride.  In this case, it’s mutual funds.  Like Morgan Stanley’s Mark Baumgartner and like us at AllAboutAlpha, Putnam views recent financial trends as fundamental game-changing “technological” innovations. [...]

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