Around the Peak.

The latest news, tips and information from us
here at Longs Peak.

Sort by Topics

GIPS Compliance

Investment Performance

Longs Peak News

Factsheet & Pitchbooks

Investment Performance

Sean & Jocelyn Gilligan Longs Peak
Longs Peak News

ColoradoBiz Names Longs Peak’s Jocelyn Gilligan, CFA, CIPM as a GenZYZ Top Young Professional

Co-Founder, Jocelyn Gilligan has been named a GenXYZ Top Young Professional by ColoradoBiz Magazine.
read more
What is the Treynor Ratio
Investment Performance

What is the Treynor Ratio?

The Treynor Ratio measures the excess return for taking on additional risk. It is calculated as the strategy's mean return minus the mean risk-free rate divided by…
read more
Matt Deatherage Partner
Longs Peak News

Longs Peak Makes Matt Deatherage, CFA, CIPM Partner

Longs Peak announced today that the company has appointed Matthew Deatherage, CFA, CIPM as equity Partner, effective January 1, 2022. We are so excited to have Matt join our Partner team. He is...
read more
Investment Performance

What is Up-Market & Down-Market Capture Ratio?

Up- and down-market capture ratios help investors assess how a strategy holds up during different market conditions. They demonstrate how…
read more
Batting average in finance
Investment Performance

What is Batting Average in Finance?

Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…
read more
Investment Performance

When to Use Time-Weighted Return (TWR) vs. Money-Weighted Return (MWR)

When should you use a TWR and when is it appropriate to use a MWR (IRR)?
read more
Investment Performance

What is the Information Ratio?

The Information Ratio demonstrates a strategy's excess return, scaled by risk. Rather than using total risk or systematic risk, the Information Ratio uses…
read more