Strategic Approaches

We employ multiple methods to deploy capital across various sectors. Major strategies which we seek to follow include: distinct, purposeful active sector positioning; quantitative regression-based long/short strategies; factor-based and event-driven approaches.

We build dynamic models utilizing real-time data to forecast and execute both short and long-term investments around future earnings.

We deploy a mixture of short-term and long-term investment horizons, with the latter being our more consistent timeline.

We evaluate potential investment opportunities both on a company and sector basis, occasionally implementing relative value pairs trades, most often going long the equity and short the underlying benchmark.

We also employ a method for identifying short-term deviations from cyclical and seasonal trends through a regression-based model in which we go long/short the equity against an underlying benchmark.

We conduct extensive quantitative screens, often taking a sector-based approach to identify investment opportunities which properly balance our portfolio of assets.