What We Do P

ENGINEERING RESILIENT PORTFOLIOS

We specialize in liquid, alternative investment strategies that
seek lower correlation and less overall risk when compared
to traditional benchmarks.

Innovative. Liquid. Alternative.

A CULTURE OF QUANTITATIVE RESEARCH

While traditional investment strategies rely heavily upon forecasts and future estimates, Anchor seeks an edge through a more quantitative approach.

Our disciplined risk models examine market price and volatility across short, intermediate and long term time horizons in an effort to obtain optimal market exposure. Diversifying across multiple, independent risk management strategies gives us the ability to rebalance quickly, and dynamically adjust exposure to changing market conditions.

 

 

A DIVERSIFIED LIQUID STRATEGY

Low yields, high volatility and increased uncertainty means today’s investor is more challenged than ever. Anchor Capital specializes in liquid, alternative investment strategies that may serve to diversify traditional equity, fixed income and asset allocation portfolios.

We specialize in liquid long-short alternative investment strategies with a strong track record of success. Our alternative investment solutions are available to private families, advisors and institutions through separately managed accounts.

 

A DISCIPLINED RISK-MANAGED SOLUTION

Our objective is to limit risk during unfavorable market conditions. We seek to provide income and price stability regardless of fluctuating price trends.

Our investment team has a combined 40 years of experience in the research and execution of quantitative trading disciplines, risk management, and alternative investment strategies.

 

The Anchor approach combines versatility and structure while protecting investment returns.

 

1

VOLATILITY MATTERS

Mutual funds that pursue total returns from income and capital appreciation with a secondary objective of limiting risk during unfavorable market conditions.

 

2

LOW CORRELATION

A quantitative top down research process that measures trends in U.S. equity market indexes. Investment exposure is dynamically managed through a portfolio of long and short ETFs, mutual funds, and index-based securities1.

 

3

DAILY LIQUIDITY

• Investors looking to diversify a traditional long only equity portfolio.
• Investors who want access to long/short equity strategies with daily liquidity.
• Investors seeking the potential to hedge against equity market downturns.

 

4

QUANTITATIVE DISCIPLINE

A quantitative top down research process that measures trends in U.S. equity market indexes. Investment exposure is dynamically managed through a portfolio of long and short ETFs, mutual funds, and index-based securities1.

EXPERIENCED LEADERSHIP

 

With more than $800 million in assets under management, our investment team has a combined 40+ years of experience in the research and execution of quantitative trading, risk management, and alternative investment strategies.

Garrett Waters | Anchor Capital

Garrett Waters

Portfolio Manager
CEO, Anchor Capital

  • 22 Years Experience
  • CEO of Anchor Capital
  • Previously, JP Morgan Investment Management, Barclays Global
  • Villanova University, 1988-1992

 

Eric Leake | Anchor Capital

Eric Leake

Portfolio Manager
President, CIO, Anchor Capital

  • 22 Years Experience
  • President, CIO of Anchor Capital
  • Member Market Technician’s Association, American Association of Professional Technical Analysts
  • Azusa Pacific University, 1988-1992