Our Philosophy

We believe forced adherence to specific, but often arbitrary, style and factor boxes have accelerates the move towards passive investing as active managers have found it difficult to keep up with the increasingly complex market environment. Alpha, particularly among long-only firms, is often fleeting and primarily attributed to a favorable market environment rather than true underlying outperformance. Thus, investment success has more often been regulated to the natural evolution of a market cycle than to a structural quality embedded in the more of a firm’s investment process.

Rather than relying on the expectation that even a broken clock is right twice a day, we carefully constructed a scientific approach to investing; based on empirical probabilities uncovered and enhanced through our extensive use of artificial intelligence. 

Utilizing this approach, we know when the probabilities are in our favor, and when they are not. We use these models to not only identify the specific securities that exhibit a complex set of fundamental traits that have proven to be successful investments in the past, but also are currently generating investor interest in a non-normal distribution. This provides an exceptionally fertile subset of securities that are then put through the rigors of traditional fundamental analysis by our highly experienced investment team with their insights and intuition guiding the ultimate portfolio decisions. For this reason, we technology driven, human perfected.