Common Questions

YES NO
Does your firm operate as a broker dealer?
Does your firm publish research on a regular basis?
Does your firm make Buy/Sell recommendations?
Does your firm employ an internal compliance individual or department?
Does your firm provide custom work to clients?
Does your firm provide exclusive services to clients (such as reports/analysis/etc that is only for that client)?
Do you embargo custom/exclusive work done for clients and later release to other clients?  If yes, please explain.
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Do you have written agreements in place with most clients?
When was your firm established? 2014
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Frequently Asked Industry Questions

FAQ

What Triggers an Entry or Exit?
Computerization allows for a set of disciplined acts that human nature does not allow us. Our volatility-based stops are designed to control risk- leaving room for investment themes to take hold. Our continual risk management is used in the form of dynamic trailing stops, working to protect gains and decrease risk. If an objective is achieved and/or resistance has been reached, we exit the position.

Position Sizing- The Most Important Decision In Trading & Investing:
We use a volatility-based constant risk percentage position-sizing algorithm. The more volatile instruments get smaller position sizes, while the size of the position is only 1% of account equity risked on that position. This method allows for proficient communication across all instruments. By equalizing risk across all markets, we increase the effectiveness of diversification.  When done properly the returns become immense.

The Pivot
A back-test (Pivot) baseline was conducted in the winter of 2013-2014. The results of this test are untouched and based on eight different Futures markets: S&P 500, NASDQ 100, Treasury Bond, Treasury Notes, Natural Gas, Crude Oil, Euro Currency, and Copper and Gold Futures. As this proven test shows, all markets function in the same manner, the only difference being volatility. By adding the global time clock as an additional algorithm- thereby adding alpha- our future test results should show an even higher right ratio.

The Product
We created a product that meets clients’ needs and delivers consistent, highly competitive performance against bench market and peer groups. By staying in a proven process we feel we know the ultimate outcome of our decisions. Our powerful analytics and deep resources from years of collecting data enable new algorithms to be added to our winning baseline, thus improving the model.

Performance Expectations
Our ultimate goal is to provide portfolios with long-term top 1% performance potential.  Portfolios and managers are monitored continuously; a bi-annual formal review assesses adherence to strategy, product viability, and performance.  Portfolio manager compensation is tied to performance results.

What is the Investment Process in an Alternative Investment Class?
Alternative investments are now leading the modern-day portfolio. The investment process emphasizes the different components that are needed for an investment strategy to be successful, with diversification being the key to reducing risk.

Within the pivot model the heavy allocation to non-traditional asset classes stems from their return potential and diversifying power. Today’s targeted portfolios have significantly higher expected returns and lower volatility.

We believe that strong investment performance is driven by rigorous, proprietary research.  Four core drivers guide our investment philosophy: Experience, Innovation, Risk Management, and Execution. Our proprietary software identifies market opportunities where price and underlying value are misaligned, and then employs a structured investment process and execution to capture value for the portfolio. The product of our investment philosophy is a well-diversified portfolio delivering strong long-term, risk-adjusted returns for our investors.

By allocating the portfolio across different asset classes- defined broadly as equities, fixed income securities and real assets (such as real estate, commodities and other assets)- investments can be framed in either domestic or foreign assets. Each market adds to the diversity of the portfolio and reduces risk. The structure is specific to global macro markets- the most liquid assets in the world.

Investing is focused on one objective: to make the most money you can, given any risk constraints. By understanding a client’s needs, we look at not only how to think about risk in investing but how to measure an investor’s willingness to take risk.

What triggers an entry into any investment class?
The Pivot starts the baseline of direction of any portfolio; once a market is established in direction, then a systematic process starts from the macro time frames- working to the point of entry based on specific time frames of the year, quarter, month, and hour. The Pivot is a back-test entry point for each specific global macro market, setting the direction either long or short.  The proper times of entry are based on time of day, using six global time zones, and are established inside the rules of entry and exit.

All exits and entries are based on buying and selling against momentum. In other words, when a market is lower on a given day we can initiate positions. It is a forced discipline- buying against weakness and selling against momentum- and separates us from the rest of Wall Street and the masses.

Dozens of indicators monitor- in multiple time frames- support and resistance levels, trend and momentum, and proprietary sentiment. Our process is to always work against momentum in entering or exiting positions.

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