How does it work?


Proprietary “big data” models generate investment focus themes


Multi-Factor quantitative models applied to identify macro, industry, & company trends


Qualitative analysis of macro, industry, & company trends within the micro-environment


Multi-Factor quantitative and fundamental analysis of company-specific risks


Security price movement, behavior, and risks simulated and modeled utilizing multi-factor quantitative models


Idea Generation and Security Selection


Portfolio Optimization based on volatility, correlation and minimum return constraints