A new type of investor is emerging that is breaking the binary bear / bull mode, noted a recent study of wealthy investors. Investor categories: Bulls, Bears and now Owls? While previous high level psychographic categorization put wealthy investors into two camps, bulls or bears, a new study suggests a third category, owls, should be added. Bulls are, as the name implies, an optimistic group. They tend not to listen to family and friends regarding investments, preferring to consult with advisors. This group has a high allocation towards equities, but is smartly diversified in their portfolio. This group maintains a 41…
New study documents Investor Categories
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.