Investment Objective

Generate annual returns significantly higher than the S&P 500 index returns.

Question For Any Asset Manager: Can You Beat The S&P 500?

The way to win is to:

Be dynamic with cash allocation and borrowing from our broker.​

Keep risk in check.​

Buy and sell individual S&P 500 equity names but no shorting.

Have strategies grounded in analytics. ​

Be Dynamic

You don’t always have to invest 100% of your cash, 100% of the time.

There are also times you want to borrow cash to buy more than 100% of your portfolio in other assets.​

Traditional Portfolio / S&P 500
Week 1
Week 2
Week 3
Week 4
  • Stocks
  • Cash

Note:  The graph is a hypothetical illustration.​

Dynamic But Keep Risk in Check

On any given day, the stock allocation could be between 0% and 300%, but the average stock allocation is close to 100%.​

Daily Stock Allocation​

Average Stock Allocation vs S&P 500​

Notes:  Graphs shown are for illustrative purposes.​ The stock allocation guideline is based on portfolio weights at initiation of positions and may be breached or adjusted at portfolio manager’s discretion.

Buy and Sell Individual Names

Time 1

  • Z37 Positions
  • Z177% Equity

Top 5

  • $Biogen
  • $Fleetcor Technologies
  • $Eli Lilly
  • $Arista Networks
  • $Alphabet Inc. (Google)

Time 2

  • Z7 Positions
  • Z30% Equity
  • Z70% Cash

Top 5

  • $Target
  • $Palo Alto Networks
  • $Kroger
  • $Becton Dickinson
  • $Home Depot

Note: Portfolios shown are for illustrative purposes and do not reflect actual performance or constitute investment recommendations.

 Have Strategies Grounded In Analytics

Investment strategies/algorithms are developed, balanced and executed in a process that is preserved in computer code.​

Millions of data points are analysed daily.​

Active trading ensures no stale positions and allows for the portfolio to process and adapt to new market information.

Approach is a blend of man and machine.​

Note: Investment objective is gross of fees.