Our
Strategies

We Focus on High-Net-Worth and Family Offices

Transparency, Tax-Management, And Customization

INVESTMENT OBJECTIVE

Buy cheap high-quality stocks that Wall Streets hates. Minimize tax-liability.

INVESTMENT PROCESS

Quantitative Value I Tax-Managed (QV I TM): Small caps; systematic value investing.

Quantitative Value II Tax-Managed (QV II TM): Large caps; systematic value investing.

International Quantitative Value Tax-Managed (IQV TM): International QV II TM.

Risk-Managed (RM): Risk managed exposure to equity risk.

QV I TM QV II TM IQV TM QV I RM TM QV II RM TM IQV RM TM Background

INVESTMENT OBJECTIVE

To minimize tax liability and achieve favorable risk-adjusted returns via tactical asset allocation.

INVESTMENT PROCESS

We use a robust allocation model that integrates trend-following factors to allocate between US equity, developed equity, REITs, commodities, and US Treasury bonds.

Balanced Moderate Aggressive Background

INVESTMENT OBJECTIVE*

To achieve uncorrelated returns by trading a dollar neutral basket of commodities.

INVESTMENT PROCESS

Commodity Alpha Program (CAP) ranks commodity futures on momentum and backwardation and combines them into a single trading signal. The strategy goes long the highest rank contracts and goes short the lowest rank contracts.

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*Investments are only available for Qualified Eligible Persons

INVESTMENT OBJECTIVE

To achieve returns that are uncorrelated with common risk factors.

INVESTMENT PROCESS

The strategy combines a variety of market-neutral proprietary strategies to create a diversified alternative exposure.

Consulting Expertise

We provide tax planning solutions and general consulting related to quantitative investment strategies. We also provide due diligence services. Our services are efficient and our fees are affordable.

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