The Quant / Financial Engineering Podcast Portfolio Talks with Alexis Investment Partners
10 snips
Feb 12, 2026 
Alexis Brown Roberts, a portfolio manager who runs a NASDAQ-listed tactical fund, shares her tactical asset-allocation approach. She discusses this year’s market volatility and tech pullbacks. She explains the case for emerging-market ETFs and cautious small-cap positioning. She covers commodity choices, gold and silver moves, and how leverage amplified recent selloffs.
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Rich Valuations Fuel Volatility
- Markets are more reactive this year because stocks are richly valued and volatility is expected.
- Recent tech pullbacks reflect profit-taking and a leadership broadening beyond top winners.
Use ETFs To Play Emerging Markets
- Add emerging market exposure when valuations abroad look more attractive than the U.S.
- Use ETFs to gain broad emerging-market exposure instead of cherry-picking single stocks.
Small Caps Remain Risky
- Small caps remain unattractive given many unprofitable companies in that space.
- Alexis prefers mid caps over small caps in the current environment.