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Most track records handed to you in a manager meeting were built in a world that no longer exists — falling rates, suppressed volatility, bonds that actually hedged equities. Does that history tell you anything useful about 2026? Or is it a museum exhibit dressed up as a roadmap?

Vincent and Saâd go at it properly. Vincent argues that pre-2020 data is actively misleading in many strategy categories. Saâd argues it's necessary context — and that throwing it out is its own analytical mistake. They work through the CTA counterexample, the 2020 vs. 2022 stress test distinction, the narrative coherence trap, and a genuinely hard case that the framework doesn't cleanly resolve.

No tidy conclusion. Just a sharper way to think about evidence that most manager evaluation processes are still over-weighting.

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Quant is not a strategy — it’s a production method. And that’s exactly why so many allocators still get it wrong.

In this episode of Resonanz Spotlight: Strategy Notes, Vincent and Saâd break down how to think about quant hedge funds in 2026 — and why traditional due diligence frameworks often fail.

They walk through a practical approach to underwriting different types of quant strategies, from equity stat arb to trend following and alternative risk premia. More importantly, they highlight what actually matters: where returns really come from, what breaks a strategy, and how to identify hidden risks behind the label.

If you’re allocating to quant — or thinking about it — this episode gives you a clear, actionable framework you can apply immediately.

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In this episode of Resonanz Spotlight, Vincent speaks with Chloi Karyda, Managing Director and Global Head of QIS Solutions at J.P. Morgan, about the evolution of QIS and its role in modern portfolio construction. The conversation explores how the space has expanded across products, access formats, and implementation choices, and how investors can think about systematic tools across different market environments, from sticky inflation to AI-driven equity dispersion and commodities. A thoughtful discussion on where market views, portfolio objectives, and implementation meet.

The views expressed in this podcast are those of the individual speakers and do not constitute investment advice, a recommendation, or an offer to buy or sell any financial instrument or product. They do not necessarily represent the views of J.P. Morgan or any of its affiliates. This content is for informational purposes only and should not be relied upon as the basis for any investment decision. Listeners should seek independent professional advice before making any investment.