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OTA LEADERSHIP INDEX

Liz Ann Saunders

ARCHETYPE

The Navigator

Judgement in the fog, money, risk and the call others cannot make.

Liz Ann Saunders leads as The Navigator, steering investors through turbulent markets with systematic, process-driven discipline rather than emotional reaction. Rebalancing, in her telling, converts volatility from threat into opportunity, while market-timing gets dismissed flatly as gambling dressed up as strategy. What emerges is a leader who charts clear courses through uncertainty using repeatable frameworks, trusting the process over instinct even when the weather turns, and teaching others to do the same.

IN THEIR WORDS, WHY NAVIGATOR

The most beautiful discipline of all is periodical rebalancing, and it forces investors to do what we know we're supposed to do, which is a version of buy low sell high — add low, trim high.

ADVOCATING DISCIPLINED REBALANCING STRATEGY

To the extent some of this stuff does drive volatility, use that volatility to your advantage. Consider portfolio-based rebalancing as opposed to calendar-based rebalancing.

TURNING MARKET VOLATILITY INTO OPPORTUNITY

Neither get in or get out is an investing strategy. All that is is gambling on two moments in time. It is always a disciplined process over time.

REJECTING MARKET-TIMING IN FAVOR OF PROCESS

MASTERS IN BUSINESS

Masters in Business: “At the Money: Using Volatility to Rebalance Portfolios”

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Liz's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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