When To Buy
Quantitative, Rules-based
We seek to identify areas of the market that are in an established uptrend, and only these areas are candidates for consideration in the portfolio.
What To Buy
The Most Complex Question
We rank all viable areas based on the strength of the uptrend, historical risk reward metrics, and correlation with the stock and bond markets.
When To Sell
Quantitive, Rules-based
We set a trailing stop on every holding based on its specific volatility pattern. Once a stock hits that point, we immediately sell. Our own rules force us away from price disruption.
Our investment management style was developed to fill a gap in the marketplace. The disciplines we’ve created provide guidelines regarding when we buy, what we buy, and when we sell, with the aim of limiting downside risk and providing satisfying returns over a market cycle.
Get StartedOur strategies address a full range of investor goals. Whether you are looking for a complete outsourced solution or looking to combine us with existing managers, we have a variety of solutions that may be an ideal fit for your client's portfolio.
A fund that is best suited for investors seeking total return with a conservative risk tolerance.
The Fund’s two investment objectives are to provide long-term total return and to limit volatility and downside risk.
A fund that is best suited for investors seeking total return with a low risk tolerance.
A fund suited for conservative investors seeking to preserve capital and provide benefits to high-income investors.
A suite of funds best suited for moderate investors who seek consistent levels of global stock exposure.
Established in 1987 in Santa Monica, California.
Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD
$9.6 billion AUM + AUA as of 6/30/22
