Momentum Investing

Momentum is a well known market anomaly, yet is underutilized in investment management. Focusing on momentum helps our portfolios identify assets with positive trends, hold more concentrated positions, and avoid altogether those assets considered unfavorable.

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Systematic Process

Times have changed. The rise of information and technology, reduced transaction charges, low cost investment vehicles such as ETF’s, and an understanding of behavioral finance have given rise to an improved method: Rules-Based Investing. Following a systematic and repeatable process focuses on evidence rather than opinion, and removes the emotion from investment decisions.

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Active Risk Management

Our portfolios actively manage risk when stocks begin to show weakness. This is achieved by adding cash or bonds as necessary. Each portfolio’s current level of risk is shown by its BetaBarometer reading.

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