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Generalised Lyapunov Functions and Functionally Generated Trading Strategies

Generalised Lyapunov Functions and Functionally Generated Trading Strategies

This paper investigates the dependence of functional portfolio generation, introduced by Fernholz (1999), on an extra finite variation process. The framework of Karatzas and Ruf (2017) is used to formulate conditions on trading strategies to be strong arbitrage relative to the market over sufficiently large time horizons. A mollification argument …