Changing the Way We Play the Game

Kurt Fritz

Market Minute

October 25, 2017

Using an Advanced Course® presentation by Phil Nussbaum as a starting point, Kurt Fritz explores the Shape Management® Hierarchy of Needs through the lens of constraints. Using a top-down approach, he demonstrates how managers can strengthen a portfolio by examining underperforming shapes. He focuses on the constraints that investors face in managing a portfolio and explains how they can strategically manage those constraints.