Overview
Conservative
Active
 - ETF10 Strategy
 - Global10(h) Strategy
 - Global Multi-Strategies
Performance

Active Strategies

The objectives for the Active Strategies are to maximize our long-term return, through a disciplined approach to investing, while doing so with a better risk/reward ratio than provided by the corresponding market, and if possible a better risk/reward than a AAA bond. Due to a high return strategy's perceived and sometimes very real volatile nature, our objective is additionally to fall no further, or faster, than the corresponding market given a 12 month cycle.

These objectives are sought to be achieved through our proprietary models using quantitative analysis, technical analysis, or both. The quantitative analysis focuses on momentum, or trend following, where we use our own slope calculation to select the stocks we believe will most optimally follow our criteria. The technical analysis focuses on identifying price patterns and trends, through various disciplines such as our unique Point & Figure, Kagi, and Moving Averages, which allows us to attempt to exploit those patterns.

Once the models have selected the securities, they are then ranked through various processes to help form the money management portion of the strategy and the final selection of the securities.

The Active Strategies, depending on the strategy, are thus seeking to find relatively stable capital growth, or seeking relative performance growth, in value and growth stocks, and ETFs; and appeals to investors seeking a highly disciplined approach in the quest for a superior risk-adjusted capital appreciation.

The strategies are monitored daily and adjusted when required as per the particular strategy. Due to the nature of active investing, minimums are required to help minimize trading costs and maximize profits.