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Research · One Position, Four Bets

Managing Equity Risk via Hierarchical Orthogonal Decomposition

The series argues that style labels and broad-market beta are too coarse for modern portfolio review. A single stock position can be decomposed into market, sector, subsector, and residual bets, with each layer measured after the prior layer is removed.

Series library

Parts 1–2 mirrored locally
Part 1

One Position, Four Bets

Turning conviction into tradeable risk: same label, different bets across AAPL/NVDA, XOM/KMI, and MAG7.

Also on Medium

Part 2

Risk Structure in 13F Filings

Market, thematic, and stock-specific risk across Buffett, Ackman, Lone Pine, Tiger Global, and Baupost — and what survives the 45-day filing lag.

Also on Medium

Part 3Coming soon

Orthogonal Decomposition

Stripping market and sector noise to isolate subsector risk.

Mirrored article

One Position, Four Bets

Part 1 is available as a local mirror for archival and SEO purposes, with the Medium link preserved. The full article route renders the canonical markdown and generated figures from the research pipeline.

Article thesis

Same ticker label, different economic bet: market, sector, subsector, and residual components have to be separated before a position can be called diversified.

Medium mirror: https://medium.com/@ConradGann/3f29c180fc79

Read Part 1Read Part 2

Mirrored article

Risk Structure in 13F Filings

Part 2 applies the same four-layer decomposition to five concentrated 13F filers — portfolio risk structure, active dollars, concentration, turnover, and what survives realistic filing lag.

Article thesis

Allocator diligence compresses active books into summary statistics. The framework separates market risk, thematic positioning, and stock-specific selection — and shows which of that structure persists when holdings are observed with a 45-day lag.

Medium mirror: https://medium.com/p/6883b93ee10f

Read Part 2

Series structure

Part 1 — The problem. Custodial reporting obscures concentration. Four names that looked diversified drew down 50%+ together in 2022. Style factors (Growth, Value) are symptoms, not drivers — subsectors are the real unit of risk.

Part 2 — The manager. The same decomposition applied to five concentrated 13F filers: how portfolio risk partitions across market, thematic, and stock-specific layers; how active structure compounds in dollars; and what survives a realistic filing lag.

Part 3 — The attribution standard. Hierarchical orthogonalized regression: a three-level cascade (Market → Sector → Subsector) that strips embedded exposures and produces clean, additive variance attribution. No double-counting, no multicollinearity, no latent factors.

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