Fundcraft Insights translates complex market dynamics into practical decisions. We study regime shifts, valuation anchors, risk premia, and liquidity to understand what truly moves portfolios. Each piece distills the signal from the noise, showing the evidence, the limits of that evidence, and how we would act in live portfolios. We avoid forecasts pretending to be facts. Instead, we explain the scenarios that matter, the odds as we see them today, and the plan that adapts as new information arrives. You will find plain-English explanations, clear charts, and specific implementation ideas—enough detail to be useful without burying you in jargon.
Below are recent pieces that tackle recurring investor questions: how to read regimes without overfitting, where factor tilts earn their keep, and how to defend against stress without dulling compounding. Each article includes a short checklist so you can apply the idea in your own portfolio or discuss it with your advisor.
Our work starts with a falsifiable idea and ends with an implementation note you can put to work. We prioritize data that survives regime changes and test methods across different markets and timeframes. Each study includes a pre-mortem: how the idea could fail, which signals would warn us early, and what costs we would incur to change course. We rely on simple visualizations and limit the number of moving parts so results are repeatable. When we publish, we separate evidence from interpretation, call out the assumptions, and use language that encourages humility. This keeps research honest and decisions adaptable, which is essential for compounding.
Pre-mortems
Robust stats
Actionable
Risk aware
Investing involves risk, including the possible loss of capital. Past performance is not a guarantee of future results.
We document data sources, cleaning steps, and assumptions so every result is reproducible and auditable.
Every article ends with a short checklist: what to monitor, what to change, and what to ignore.
If a piece resonates, we can translate it into a policy you can live with. That includes risk budgets, rebalancing bands, and a short decision tree for stressful markets. The goal is not to predict but to prepare and adapt with discipline.
