Investment Philosophy

Our investment philosophy is predicated on the idea that equity markets exhibit non-linear, power law distributed returns in cycles that are dynamic, complex, and heavily influenced by investor emotion. We believe this gives rise to market inefficiencies that misprice assets, particularly at market inflection points. We aim to take advantage of these opportunities through our structured, systematic, and diversified portfolio construction. It’s through a process that we manage the market’s complexity to extract value.

Structured

Fundamental, quantitative, and macro factors are captured, organized, and measured to drive actionable predictive insights.

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Systematic

Predictive insights are translated into systematic stock selection and optimized portfolio construction via our proprietary positioning algorithm.

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Diversified

Our reliance on all sources of relevant data combined with our multi-sector portfolio construction enables us to create independent, uncorrelated alpha streams that diversify our risk exposure.

Philosophy Page Diversified Image.jpg_1674853128

Structured

Fundamental, quantitative, and macro factors are captured, organized, and measured to drive actionable predictive insights.

Systematic

Predictive insights are translated into systematic stock selection and optimized portfolio construction via our proprietary positioning algorithm.

Diversified

Our reliance on all sources of relevant data combined with our multi-sector portfolio construction enables us to create independent, uncorrelated alpha streams that diversify our risk exposure.

Philosophy-Page-Diversified-Image.jpg_1674853128-768x512(4)
Philosophy-Page-Diversified-Image.jpg_1674853128-768x512(3)
Philosophy Page Diversified Image.jpg_1674853128

Structured:

Fundamental, quantitative, and macro factors are captured, organized, and measured to drive actionable predictive insights.

Philosophy Page Structured Image.jpg_1674853074

Systematic:

Predictive insights are translated into systematic stock selection and optimized portfolio construction via our proprietary positioning algorithm.

Philosophy Page Systematic Image.jpg_1674853102

Diversified:

Our reliance on all sources of relevant data, whether it be fundamental, quantitative, technical, or macro in nature, enables us to create independent, uncorrelated alpha streams that diversify our risk exposure. This is further complemented by multi-sector portfolio construction that reduces unwanted sector and macro risk. Our approach aims for attractive risk-adjusted returns while avoiding unnecessary concentration and unintended factor exposure.

Philosophy Page Diversified Image.jpg_1674853128