Logical: keep things understandable, intuitive and reflecting how the market works. We avoid over-fitting models by relying upon well understood market mechanisms.
Quantitative Research: we use clear rules based strategies which do not depend on human emotions or discretion. Investors performance often suffers when they rely upon judgement and discretion. Our mechanical approach removes that judgement and discretion, allowing you to relax and focus on your life, your family, and building a secure future.
Research: we start with conducting and applying well-proven research in our strategies. We leverage the latest advanced academic and statistical models available. We apply it and use our own research to adapt it to real-world market trading and investment portfolio management.
Adaptive: we develop sophisticated techniques to allow our models to capture changes in investment environments and market regimes. Performance backtests of 20 or even 100 years might give insight to what has worked in the past. But do they reflect our current economic environment and will these mechanisms persist in tomorrow’s environment? We solve this challenge by building in well-researched market anomalies plus adaptive algorithms. These work well for our own investments, and they are now available for yours.
Cost effectiveness: we deliver better returns by using index-based low cost ETFs in our strategies. These consistently outperform the vast majority of mutual funds. We do not like being charged commissions or performance fees by banks and brokers, and neither should you. We do not charge any percentage fees, and only have a small monthly fee which will save time and money vs building this process yourself.