Quant Famed for Ray Dalio-Like Trades Has Battle Plan for Stocks

  • Risk-parity principles touted for defensive factor portfolios
  • PanAgora is home to Edward Qian, who coined term for strategy
Photographer: Michael Nagle/Bloomberg
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A Boston-based quant firm is channeling Ray Dalio’s playbook in an attempt to navigate late-cycle markets that are flipping between giddy rallies and gut-wrenching losses.

The risk-parity strategy made famous by the Bridgewater Associates LP founder may be the market’s favorite fall guy when it comes to pinning the blame for sell-offs. But PanAgora Asset Management is convinced it’s the remedy for one of the key perils facing investors: too much money chasing overcrowded, expensive stocks.