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. 

Research

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.  www.millstreetresearch.com