By Scott Ronalds

In his latest Wealthy Boomer video segment, National Post columnist Jonathan Chevreau sat down with Tom Bradley to discuss the concept of “undexing”. The term, creatively coined by our brash marketing team, refers to an investment philosophy that is based on beating the index by looking nothing like it.

Rather than constructing a portfolio that has a lot of the same constituents as the index (or benchmark), undexing involves running non-benchmark oriented portfolios that are concentrated in the manager’s best ideas.

Readers who know Steadyhand will be familiar with the concept. The video, nevertheless, is a great refresher. You can watch it here.