We make allocation decisions less subjective.
We work with you to develop simple, intuitive and reliable ways to ground active tactical decision making. Those ideas we find most useful tend to come from fusing theory, research, technology and data. We try to be systematic, adding discipline to the investment process.
Work currently being tested “in the lab” smooths out volatility of equity portfolios. With portfolio volatility meaningfully muted, downside risk is reduced. When markets trend higher, the low volatility portfolio behaves well enough to tolerate leverage of 2-3x to participate in equity market rallies.
