We are experienced investors utilizing quantitative tools that have common links across most of our strategies. These include incorporating both technical and fundamental factors, balancing momentum and growth with value considerations and integrating our firm’s expertise in industry group analysis.
We believe proper asset allocation is paramount and most of our assets are managed in strategies in which we fluctuate exposures across asset classes. We also make available for investment the long-only and short-only strategies that we use in our own tactical asset allocation strategies.
Please contact us if you are interested in a downloadable investment guide.