What Sets Us Apart
Adaptive Market-Regime Navigation
Without Assumptions and Forecasts
Conventional portfolios rely predominantly on historical assumptions and forecasts to ascertain the payouts of various asset classes. They gravitate heavily towards static asset class blends (e.g. 60/40 stocks/bonds) in an attempt to create solutions that are both effective and tolerable for investors.
Yet, history has shown that asset classes and static blends deliver very different and quite unpredictable payouts over time. That’s why we believe that conventional portfolios tend to leave an investor’s goals to chance.
Our strategies are different.
Our strategies believe that markets are regimes and successful investing is about navigating them in a market-adaptive and risk-controlled way that is free of assumptions and forecasts.
Over time, markets tend to organize and regulate their seemingly chaotic activity in a sustained direction or ‘regime’—up (Bullish) or down (Bearish). Market regimes tend to change direction after registering tractable signals of failure and reorientation.
We track the health and continuity of market regimes as well as the signs of their change with the help of two proprietary models—one macroeconomic and the other market-based. In our view, while markets are largely unpredictable, they are also eminently navigable.