The person
Mike trained in operations research and management science at the Technion and Columbia University, the discipline this work argues portfolio management should have been built on. He has spent over 50 years in management consulting, more than 30 of them in strategic portfolio management, working on the logic and algorithms underneath the processes.
He designed and built the IQ Suite to test in working software what the field had only argued about in slides.
“What I cannot create, I do not understand.”
Richard Feynman, on his blackboard at Caltech, 1988
That line guided the work. Strategic Investment Management is what came out of it: thirty years of practice distilled into one discipline, every idea built before it was claimed, and an open research programme for anyone who wants to take it further.
Found that portfolio management is one economic problem, not a dozen separate ones.
Took it from theory to practice over thirty years inside real portfolio decisions.
Built it so the mathematics disappears behind a surface a decision-maker can use.
Correspondence
Where do you disagree? What have you seen in your own portfolios that the findings miss? Comments come to me directly and are not published.
Elsewhere
inMike Gruia on LinkedIn →For conversation about the work: analysts, practitioners and companies in the field.