Who we work with

 

Our strategies can be customized and deployed within a range of products for advisors and institutional clients.



Investment Model Performance (Since Inception)

Past performance is no guarantee of future results. Model performance is provided for illustrative purposes only and cannot be invested in directly. Returns are presented to include reinvestment of income, but they are net of management fees and other expenses that can affect the overall performance of an actual investment.

Highlighted Model

Core Thematic

We’ve identified the long-term growth drivers in the market by looking at unconventional data sets to create an alternative to your core equity portfolio.

Highlighted Model

Cybersecurity

The explosion of data and digital services has created a need for advanced protection and security of information. We’ve identified companies in network solutions, analytics, and consulting service that may benefit from this trend.

Investment Model Performance (Since Inception)

Past performance is no guarantee of future results. Model performance is provided for illustrative purposes only and cannot be invested in directly. Returns are presented to include reinvestment of income, but they are net of management fees and other expenses that can affect the overall performance of an actual investment.

Investment Model Performance (Since Inception)

Past performance is no guarantee of future results. Model performance is provided for illustrative purposes only and cannot be invested in directly. Returns are presented to include reinvestment of income, but they are net of management fees and other expenses that can affect the overall performance of an actual investment.

Highlighted Model

U.S. Energy Revolution

The U.S. may enjoy an energy cost advantage over the next decade. We’ve identified companies in key industry segments including energy producers and energy consumers.

Highlighted Model

Multi-Theme Financials

By looking at census bureau and deposit data, we’ve identified banks and financial institutions that may benefit from strong population growth and demand for lending and borrowing services.

Investment Model Performance (Since Inception)

Past performance is no guarantee of future results. Model performance is provided for illustrative purposes only and cannot be invested in directly. Returns are presented to include reinvestment of income, but they are net of management fees and other expenses that can affect the overall performance of an actual investment.

Investment Model Performance (Since Inception)

Past performance is no guarantee of future results. Model performance is provided for illustrative purposes only and cannot be invested in directly. Returns are presented to include reinvestment of income, but they are net of management fees and other expenses that can affect the overall performance of an actual investment.

Highlighted Model

Multi-Theme Healthcare

As medicine becomes increasingly personal and tailored for patients’ specific needs, we’ve identified companies that are creating drugs and therapies using advanced technology including immunotherapy, genetic sequencing, and biomarkers.


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