While making financial decisions, investors are prone to cognitive overload and biases. Too much information and news are constantly coming in. “Hot” stock tips abound. It is difficult to cut through the noise, to see if the information is not already reflected in the expectations. Another challenge is to judge the merit of one investment signal compared to other signals and other investments.
For our investment decisions, we combine our profound experience, insights from latest academic research and state-of-the-art technology to quickly and efficiently process a wide variety of data. We continuously analyze hundreds of established and proprietary investment signals for more than tens of thousands of stocks to understand which stocks are most attractive over the next month and cast them into a well-balanced equity portfolio.
We work hard on building long-term relationships with our clients through high quality solutions and services.
We offer cutting-edge systematic investment solutions, always keep on improving and rely and strict research standards.
We rely on a modular and scalable infrastructure to deliver bespoke solutions on short notice.
We only offer reasonably priced solutions that we are convinced of and in which we co-invest.
Together, we have over 20 years of experience in developing rules-based investment strategies. Educated at top-tier universities in Europe and the US, our team has the passion and the experience to design investment products based on robust research insights.
Quantitative researcher, UBS Asset Management
Head of Research, Finreon
PhD in St. Gallen (CH) on equity portfolio management
Studies: St. Gallen (CH), SMU (Singapore), USC (US)
Quantitative researcher, UBS Asset Management
Quant equity portfolio manager, Kraus Partner
PhD in St. Gallen (CH) on equity selection using AI
Studies: Columbia, Boston/BU, UCLA (all US), Mannheim (DE), St. Gallen (CH)
We gained long experience managing and researching multi-billion institutional quantitative equity solutions.
We have deep know-how in risk-modeling, optimization and portfolio construction.
We built a strong track-record in building state-of-the art software packages, analytics and investment engines.
We offer investment advice for institutional clients and HNWIs
We rely on modern open-source & commercial software solutions that are powered by cloud computing to achieve scalability and maximum flexibility.
We aim to create value for our investors by combining modern finance theory with machine learning. We believe there is great potential in leveraging human judgement with the computational power of machines, thus, combining the best of both worlds. A scalable and modular technology platform serves as a backbone in this effort.
There are more alpha opportunities for smaller stocks and international markets. Given our efficient scalable infrastructure, we can focus on lower capacity strategies, that are unattractive for larger players with significant overhead.
Leveraging the latest technology and our lean setup, our investment technology is ahead most of the other players in the industry.
Due to our long experience in designing investment strategies and our attention to details, we can avoid many little design and implementation inefficiencies that detract from performance in the long run.
Our promise is that products will be closed once capacity constraints start to bite. This ensures the protection of our alpha and safeguards early investors.
