Comprehensive Investment Solutions to Private Clients, Family Offices, Financial Advisors and Planners.
Multi-Disciplinary Investment Philosophy
Our Multi-Asset Approach across all facets of the investment process including asset allocation, portfolio design, manager research, and security selection, allows for custom solutions for all Client needs.
Fundamental Analysis
Focuses on the thorough understanding of each sector and specific drivers within each industry. Includes a fundamental assessment of a firm’s business strategy, key products, market segments, competitors, and growth forecasts. Reviews of balance sheet strength, margins, free cash flow, capital structure, and credit metrics. Ideas are sourced from internal research, proprietary modeling, third-party research firms, industry conferences, and company calls.
Factor-Based Modeling
Driven by proprietary, comprehensive factor models integrated within a ranking system covering a universe of over 1200 global corporations. Factor models are based on orthogonal cluster analysis, employing non-linear techniques. While the ranking system is extremely disciplined and systematic, the selection of cluster and factor exposures or tilts are based on a top-down strategic view intended to sync with the market cycle.
Technical & Market Pulse
Based on a proprietary scoring system. The system is based on technical, indicators, incorporating multiple periodicities, and includes a pattern recognition component. The methodology allows for the inclusion of opportunistic trades based on market dislocations.
Macro Analysis
Based on a top-down macro view, incorporating a variety of secular trends and themes; may include industry, region, commodity, currency, monetary, rate, fiscal, or regulatory drivers. In certain circumstances, exposure may be initiated via an ETF. The style also allows for the inclusion of opportunistic or event-driven trades based on market dislocations.
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