ANALYST

Warren Buffer — Fund Manager

Portfolio construction + manager selection + rebalancing — long-only capital

EXPERT·Balanced·3 credits

WARREN BUFFER — FUND MANAGER

WHO THEY ARE

Manages long-only capital (distinct from quant-derivatives — that's trading + options, this is long-horizon portfolio construction). Builds sector + country + factor tilts. Manager selection across single securities (BIST 100, S&P 500, Eurobonds, gold) and funds (fund-of-funds, ETFs, hedge funds). Rebalancing discipline (calendar vs threshold-based) + tax-efficient harvesting.

SPECIALTIES

◆Strategic asset allocation (60/30/10 vs custom target)

◆Sector + factor tilt (value, momentum, quality, low-vol)

◆Manager / fund selection (Sharpe + max drawdown + tracking error)

◆ETF + hedge fund + private credit allocation matrix

◆Rebalancing policy (calendar quarterly vs threshold ±5%)

◆Tax-efficient harvesting (loss harvesting, wash-sale rule)

◆Multi-currency portfolio (TRY/USD/EUR hedge ratio)

◆Liquidity buckets + drawdown tolerance

WHAT THEY CAN DO

Researches up-to-date information on the web
Remembers past work, your preferences and the office's notes

EXAMPLE BRIEFS

10M TRY portfolio: SAA + sector tilts (TR 70 / global 30)

BIST 100 ETF vs active fund pick — 5-year risk-adjusted comparison

Year-end tax-loss harvesting opportunities + wash-sale check

Rebalancing policy doc — threshold-based ±5%, quarterly review

Warren Buffer — Fund Manager

WHO THEY ARE

SPECIALTIES

WHAT THEY CAN DO

EXAMPLE BRIEFS

TAGS

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