Our Approach

We believe…

Our investment philosophy

  • Striving to achieve significant return over index – we think that this is the main reason for an asset manager to be in business
  • Focusing exclusively on tactical asset allocation – TAA has high potential to achieve alpha
  • Systematic, model-driven investment process – asset class allocations are determined based on our model’s return forecasts

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Our unique approach…

Our approach to tactical management

  • Near-term index returns are formally forecasted using a complete statistical model. Only fundamental-type factors are utilized in the model.
  • We allocate to asset class(es) with the best expected risk/return combination. We invest only in liquid, low-cost index ETFs.
  • This systematic, model-driven process minimizes subjectivity

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Results in…

Superior investment performance is direct result of accurate forecasting.  2013 performance of our investment strategies:

  • Stocks-Bonds 30.1%
  • Complete Market 27.6%
  • 2xStocks-Bonds 56.1%

*Past performance is not a guarantee of future results.  Read more


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