Company
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Philosophy
Investment Style
Investment Advisors

Investment Style

We believe in a disciplined approach to investing and in utilizing proprietary quantitative and technical methods to achieve our results. All of our strategies are not only created from the ground up to serve specific objectives, but they are also thoroughly back tested — in some cases over thousands of stocks over several decades to minimize, or, if possible, completely eliminate curve-fitting.

Although our proprietary quantitative strategies differ markedly from each other, they all focus on risk-adjusted returns, and can be divided into conservative strategies, which seek beta returns (return from semi-passively holding a portfolio), and active strategies, which seek alpha returns (value-added return from active management).

The conservative strategies may utilize large-cap stocks, mutual funds with proven stable performance records, and Exchange Traded Funds (ETF) in order to achieve our objectives, where each strategy is structured in such a way that the components seek to complement each other.

The active strategies seek to exploit trend opportunities in domestic or global markets. These opportunities include, but are not limited to, Equity, Exchange Traded Funds, Mutual Funds, Currencies, Commodities, and Interest Rates. The investment instruments selected are leading instruments from their respective fields and categories in order to insure adequate liquidity.

On a portfolio level, proper asset allocation is paramount in achieving the objectives of our clients that are appropriate to their risk aversion and their time horizon.

Although past performance is no guarantee of future performance, our disciplined approached to investing significantly aids us in understanding the market cycles and thus in better serving our clients.