Quantifying Risk and Tactical Investing with Vance Howard

Orion's The Weighing Machine

In today’s episode, Rusty and Robyn talk to Vance Howard, CEO and Portfolio Manager of Howard Capital Management.

Vance's professional money management career started in 1992 when he founded Chartered Financial Services, Inc. Before founding Howard Capital Management, Vance was also elected four times to Huntsville, Texas City Council and twice as mayor pro tem. His expertise lies in the implementation of various trading systems.

Vance talks with Rusty and Robyn about the difference between tactical investing and defensive investing, using trend indicators to quantify risk, and the overall benefits of the mathematical quantitative approach.

"By having that mathematical mechanism that we've built and that we trade-off of, it took all that emotion out of the equation. You did what the market was doing. The market had turned, the market was going up. And if it didn't go up, the byline would have kicked us back out anyway." ~ Vance Howard

Main Takeaways

• Stop guessing and rely on non-emotional mechanical methodologies and mathematical models when investing.
• Tactical investing and defensive investing strategies can create great results when they go hand in hand. Know how to tread lightly in a bad market.
• To quantify risk, learn to look at indicators. It does not matter what you own, you just have to know what the market’s direction is.
• A great money manager and investor knows how to sit through uncomfortable situations and believes in the benefits of the mathematical quantitative approach.

Links

• Vance Howard on LinkedIn
• Howard Capital Management
• 401k Optimizer
• Born in America
• Bear Stearns Collapse
• John Bogle
• CNBC
• Wealth Watch Newsletter
• Bar C Ranch

Connect with our hosts

• Rusty Vanneman
• Robyn Murray

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• Google Podcasts

2110-OAS-7/26/2021