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Stéphane Renevier, CFA

Stéphane Renevier (InvestLab)
Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues9Founded2 years agoLast Issue14 days ago
Active

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Artwork for Stéphane Renevier, CFA

Latest Issues

How InvestLab’s Strategies Performed in September + Their Exact Weights for October

Key takeaways

  • The usual safe havens failed. The Fed’s first rate hike since 2023 sent long Treasuries down 5.4% and gold down 6.8%, far more than global stocks. That hit Leveraged Lean All-Weather, the biggest bond holder (−3.9%), a...
14 days ago
11
2

A Cheaper Way to Hedge Bear Markets, Built for European Investors

A few weeks ago we published our third deep dive, on Adaptive Hedge (link here), a simple monthly strategy that protects a stock-heavy portfolio in deep bear markets by holding the two defensive assets with the strongest trends. It made mon...

22 days ago
15
2

Adaptive Hedge: A Cheaper Way to Survive the Next Bear Market - [Deep Dive]

KEY TAKEAWAYS

  1. What it is: A defensive sleeve for stock-heavy portfolios, built around a simple idea: different crises reward different hedges, so protection should adapt rather than rely on one asset always working.

  2. How it work...

a month ago
34
5

A strong August for both free strategies - and one change for September

Key takeaways

  1. A strong August for both free strategies: Levered Lean All-Weather gained 6.3% and Dual Momentum Pivot5 2.9%

  2. Since January 2025, they’re up 49.7% and 42.7% (net of costs) respectively, versus 40.2% for global stock...

2 months ago
10

How InvestLab’s Strategies Performed in July - and How They’re Positioned for August

Our framework at InvestLab is simple.

Start with a robust core portfolio designed to work across different economic environments – not just when stocks are rising. Add adaptive strategies that can respond as market leadership and the macro...

2 months ago
6

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Authors

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  • Stéphane Renevier (InvestLab)

    Former quant & multi-asset fund manager. Serious deep dives into strategies built for difficult markets: all-weather, dual momentum, trend & TAA. What works, what breaks, and what’s worth putting real money behind.

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