Getting behind track records, to focus on the decisions that produced them.
|Investment Process||Skill is captured by:|
|A Research Process that finds and adds winners to portfolios||• 1st buys
• Closing sells
|Portfolio Construction that harvests alpha from research||• Sizing
• Rockets & Torpedoes
The analysis of our proprietary database of 145m decisions has identified empirically the real sources of alpha, and the characteristics of skill.
Machine Learning takes a standard set of analytics and tailors it to the way the portfolio is being managed
|Investment Managers||Asset Owners|
|Oversee multiple strategies||Appoint successful Managers|
|Improve decision making||Support questions with evidence|
|Demonstrate skill to Clients and prospects||Reduce Manager turnover|
Success built on clients, the team and the data.
We work for over 40 institutions from around the globe, including some of the world’s largest Asset Managers such as GLG and Schroders; Asset Owners which include USS, Australian Super and AP1; Consultants such as WTW.
Rick Di Mascio, the CEO, has nearly 40 years industry experience as a PM, CIO and CEO.
Sandro Lunghi, Head of Client Servicing has 30 years experience and;
Malcom Smith, Head of Research has 24 years.
We analyse over 500 portfolios each month, and have what some Academics believe to be the largest and highest quality database of active decisions that exists. This is compiled from around 150 million decisions and $4.5t of trades.
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