Our Investment Philosophy

We base our investment decisions on the probabilities that certain market scenarios either will or won’t unfold, purely via real-time analyses of mathematical data from inside the markets – the place where we can actually quantify a one-to-one cause and effect on investments.

Our growth investment strategies exploit market trends that occur over multiple time frames – weeks, months and years – with momentum as the biggest input in identifying not only ‘big’ market trends, but also the relative-strength winners among the different asset classes we use – stocks, bonds, commodities, etc. – to populate our clients’ portfolios.

Our strategy uses quantitative, mathematical rule-sets for entering and exiting markets and asset classes.  Momentum, relative strength, rate-of-change, nearness-to-52-week-highs, and other measurements of performance characteristics, are all combined to produce rankings of portfolio candidates.

momentum investment strategy

ACTIVE MANAGEMENT

“We believe that an investment strategy should be able to adapt to changing market cycles.”

Fact Based Investing

Our investment philosophy centers around our prevailing thought about how financial markets ‘really’ work.

Many money managers trade their clients’ assets based on fundamental concerns and risk (i.e., things happening in the world outside the markets: geopolitical events, business news and forecasts, World Bank/IMF activity, fiscal policy, Fed policy, government reports, investor-sentiment polls, etc.).

Concerns that are frequently never reflected in the markets for more than a day or two or, if they’re reflected at all, the follow-on questions of ‘Starting when?’ and ‘For how long?’, can’t be answered.

Money managers tend to also over-allocate client assets to academic-based methods; especially prominent among these is the heavy allocation of monies to certain asset classes, purely based on those asset classes’ historical performance (known as ‘strategic’ allocations) … even when those very asset classes haven’t done enough in recent time-frames to truly earn their way into current client portfolios at all.

efficient frontier and growth investing

“An important part of our methodology is strong risk management”