Hindsight. Insight. Foresight.

OUR INVESTMENT PROCESS

Red Line Divider

Our investment process seeks to link the macroeconomic cycle with the financial cycle, through a Hindsight, Insight and Foresight iterative process. We combine top-down macro-thematic analysis with a bottom up quantamental analysis to identify investment opportunities.

PAST | Hindsight

PRESENT | Insight

FUTURE | Foresight

We identify and model macro themes, from observing various macro data sets with the goal of determining the current macro environment. Certain macro environments  can be supportive or destructive to the performance of a particular investment strategy.

We spend most of our time collecting, processing and researching fundamental data and price relationships (risk premias). We test these risk premias on macro themes and apply evidence-based enhancements to see why certain investment opportunities occur, and when and how they can be efficiently traded.

The objective is to establish rules-based principles for investing. These INVESTMENT PRINCIPLES are then used to identify macro thematic trade opportunities across asset classes.
What makes our process unique

We are different from the herd because we focus on facts and data, not opinions.

We use a systematic, data-driven macro process that doesn’t rely on narratives. We don’t spend time focusing on the story. Rather, we look at quants, history, macro trader/behavioural finance and we have a hedge fund mindset to invest and use hedge fund tools to create alpha. In contrast, traditional Asset Managers tend to be consensus-driven, invest with a long-only mindset, and rely mostly on gut feel and valuations or single-style focus. We focus on the rate of change accelerations and decelerations of trends, which are facts, not opinions.