Patents Represented by Attorney, Agent or Law Firm Leonard Berkowitz
  • Patent number: 6832209
    Abstract: Methods and apparatus are provided for investment which utilize knowledge which predicts both financial instruments which are expected to outperform their markets and financial instruments which are expected to underperform their markets. By using this information as well as risk information a portfolio is assembled which contains both long and short holdings. The portfolio also uses leverage. The portfolio is managed so that loss positions are aggressively harvested while still short term and gains are held for the long term.
    Type: Grant
    Filed: October 6, 1999
    Date of Patent: December 14, 2004
    Inventors: Ronald A. Karp, Jeffrey M. Karp