Investment Philosophy

We strongly believe in active portfolio management.  Our goal is to create strategic and tactical portfolios that uncover opportunities in varying market conditions through the use of quantitative methods, factor exposures, and diversification to adapt to investors' needs.   We strive to achieve risk-adjusted returns that will enhance the performance of our clients' portfolios. 


We are a research-intensive firm that utilizes the latest technology and multiple sources to build quantitative models that assist us in screening securities.  Our analysis is forward-thinking as we intuitively consider economic factors and the fundamentals of the companies we follow while remaining mindful of our risk exposure.  We also use technical analysis to consider entry or exit points as well as trends in global markets.


One of the sources we use is Mill Street Research which is an independent research firm specializing in robust quantitative stock selection and asset allocation tools for use by fund managers.

3828 Kennett Pike, Suite 212, Greenville, DE 19807  |   302-543-4446

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    Aetolia Capital, LLC (“Aetolia”) is a Registered Investment Advisor ("RIA") registered with and resident of the State of Delaware. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.  Aetolia renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.

    This web site is intended to provide general information about Aetolia. It is not intended to offer investment advice, or to offer or recommend the purchase or sale of any securities or investment product.  Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement, and shall be subject to the terms and conditions therein. Information regarding investment products and services are provided solely to inform the reader about our investment philosophy, our strategies and to be able to contact us for further information.  You should not rely on any information provided on our web site in making investment decisions.

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