Dan Bosscher

Dan is a Portfolio Manager. He joined Perennial Value in August 2012 after 15 years at UBS Investment Bank where he held the position of Managing Director - Head UBS Fundamental Investment Group. In this role, Dan managed a seven person team...

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The dos and don’ts of doing derivatives

Dan Bosscher

As market volatility continues to build, investors can protect the value of their portfolios with derivatives. The good news is that retail investors are able to easily buy and sell derivatives on the ASX, but caution is warranted as they can be complex products. Show More

#VIXIndex

Modern Portfolio Theory or Volatility Index (VIX)?

Dan Bosscher

Modern portfolio theory, a hypothesis from the 1950’s (Markowitz) has been the traditional strategy for protecting portfolios from drawdown. Investors are increasingly asking whether this is still the best way to build a resilient portfolio. The traditional view is that diversification should be enough to protect us from volatility. But... Show More

Financial Risk – ‘Known Unknowns’?

Dan Bosscher

Donald Rumsfeld’s phrase has joined the group of terms synonymous with risk. When he said this in 2003 he was not talking about financial markets, however financial markets have adopted it. Today there are many known (but not widely known) risks in the derivative instruments we trade. On their own... Show More

Are equity markets expensive?

Dan Bosscher

Much has been said recently about the need to de-risk portfolios. From Howard Marks (Oaktree) to Ray Dalio (Bridgewater Associates), there are many who believe now is the time. There are clearly geopolitical risks aplenty. But what about asset values? Let's touch on equity market valuations. Show More

Are there structural issues with passive investing?

Dan Bosscher

The increase in passive investing in the last 10 years has been phenomenal. Today passive is up to 37% of total funds under management (FUM) in US equity funds, from less than 20% in 2009. Show More

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