Enhanced Investing is a disciplined equity allocation process that seeks to improve portfolio performance in domestic equity portfolios. Our services can be utilized in virtually any portfolio that has a combination of Large Growth, Large Value, Small Growth or Small Value equity holdings.
Enhanced Investing...
Enhanced Investing is a disciplined equity allocation process that seeks to improve portfolio performance in domestic equity portfolios. It optimizes a portfolio or grouping of portfolios by periodically reweighting style and cap size equity holdings.
At its core is Equity Investment Rotation. Equity Investment Rotation (EIR) is a proprietary and fully quantitative signal generating methodology. It utilizes historical financial market data to generate signals for growth vs. value and large cap vs. small cap equity portfolios.
Who we work with...
Our services can be utilized in virtually any portfolio that has a combination of Large Growth, Large Value, Small Growth or Small Value equity holdings.
We prefer to work with your existing portfolio. Enhanced Investing can be applied to most investment structures:
- Exchange Traded Funds
- Separately Managed Accounts
- Unified Managed Accounts
- Mutual and Commingled Funds
- Stock portfolios and screens.
Enhanced Investing is flexible and can be customized to work for:
- Institutional Investors
- Retirement and Pension Plans
- Trusts and Trust Departments
- Fund Managers and Funds of Funds.