Exclusive Interview: Yale Professor Emeritus and Hedge Fund Manager Roger Ibbotson

(Denver, Colorado) APO Financial CEO John Goodhue and President Brian Gray recently talked with Zebra Capital’s Roger Ibbotson whose behavioral financial research and data shows that holding unpopular, overlooked or “cool” stocks and avoiding popular or “hot” ones can lead to lower risk and higher performance over time. This understanding forms the basis for the design of the new NYSE® Zebra Edge® Index. Watch the exclusive interview with one of a select group of academics who have transformed traditional investment philosophy.


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Headquartered in Denver, APO Financial is a financial advisory firm specializing in retirement planning with offices in Boulder, Westminster, Longmont and Greenwood Village, Colorado. APO Financial was founded by John Goodhue and Brian Gray.

CEO John Goodhue holds a law degree from the University of Kentucky. President Brian Gray has a finance degree from California State University, Fullerton. Both executives have their Series 65 licenses, life insurance as well as property and casualty insurance licenses in Colorado, and are Investment Adviser Representatives (IARs) through Horter Investment Management, a SEC-Registered Investment Adviser (RIA) located in Cincinnati, Ohio.