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.

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. Following a systematic and repeatable process focuses on evidence rather than opinion, and removes the emotion from investment decisions.

Active Risk Management

All of our portfolios actively manage risk when stocks begin to show weakness. This is achieved by adding cash, bonds, or other non-correlated assets as necessary. We have confidence in our processes as they are inspired by evidence.