INNOVATIVE. LIQUID. ALTERNATIVE.
Engineering Resilient Portfolios for Great Outcomes
Most investors don’t have an infinite time horizon. In an environment of low yields, high volatility and increased global uncertainty, investment success today requires an approach that goes beyond traditional buy and hold asset allocation. We specialize in flexible, risk-managed investment strategies that seek to diversify traditional portfolios and deliver more consistently positive returns regardless of the overall market climate.
It Starts With Research.
Research is at the heart of what we do, and we’ve been doing it a long time. We are perpetually curious and fascinated by markets. Its what drives us everyday. Our investment process is built upon a foundation of more than twenty years researching, developing and executing quantitative investment strategies that identify and exploit persistent, repeatable market inefficiencies in trends and volatility.
A Quantitative Edge.
Market volatility can test the nerve of advisors and investors alike. Personal bias and short-term decision-making often lead to missed opportunities and an increase in portfolio risk. Our investment process instead is driven by our own non-emotional, rules based risk models that are designed to systematically identify opportunity and mitigate risk in the strategies we manage.
Diversified Risk Management
Risk and opportunity don’t always exist in the same time frame. Short term volatility may actually be a long term opportunity, and vice versa. That’s why our our quantitative approach to risk management seeks to smooth portfolio returns by adjusting to trends and volatility over long, intermediate and short term time frames. The result is a pro-active strategy of risk-management that seeks to benefit from a wider set of opportunities across multiple time frames.
“We believe great investor outcomes are a result of tactical investing, forward thinking, and disciplined risk management.”
Chief Investment Officer