It’s been a busy few weeks here at Theta Research since the NAAIM Uncommon Knowledge Conference. We have added seven new strategies to the list of tracked models, one with a track record going back to 1992. These strategies have come from new Investment Managers as well as new strategies from existing Managers. Included in that number are the following:   Models Added by Existing Theta Investment Managers  Dr. Gary Harloff, current Investment Manager and founder of Harloff Capital Management, announces the expansion of his University Beta Strategies, adding the Equity, High-Yield Bond and Government Bond models. This brings Harloff’s total number of tracked accounts to seven. All of these latest strategies are new and do not yet have three months of track record.  Another current Theta Investment Manager, Ryan Redfern, ChFC, owner and CIO of Shadowridge Asset  Management, LLC has added a model named SDW Core 403(b) (mod-aggr) Strategy. Theta has established tracking of this model as of its inception date of October 1, 2013.  One of our newest Investment Managers, Carbon Beach Asset Management has added its Carbon Beach Concentrated Deep Value Strategy. This model will not appear on the public website due to its being limited to Accredited Investors. However, qualified investors and investment professionals may access  this strategy via Theta’s Guest Pass by contacting Colin Macintosh or Toby Carlisle.  New Investment Managers Added to the Theta Database:  New Investment Manager, Steve Rumsey, founder and CIO of Optimus  Advisory Group, has submitted his Tactical High-Yield Bond strategy for tracking. Theta Research has independently documented the track record of this model back to its original inception date of November 1, 2013.  Bruce P. DeLaurentis, founder of Kensington Analytics, LLC has submitted his High-Yield Bond strategy for tracking. This strategy’s track record has been independently verified by Theta Research back to its original inception date of January 1, 1992, making it the longest track record currently found on Theta’s database.          
Posted by MPosey on 06-01-2016 in Company NewsPermalink
…But First, a New Investment Manager Joins Theta Research Michael Kieffer, Founder and Portfolio Manager of Kieffer Capital, LLC introduces the Covered Options Investment Strategy. Theta Research has verified the actual performance of this model back to its inception date of 01/31/2013. Theta Research Radio Interview Theta’s Marketing Director, Mike Posey, was featured in an interview on Strategic Investor Radio. Conducting the Interview was Charley Wright, a 30-year veteran in the investment industry and is the Host of Strategic Investor Radio. Charley is a Fee-Only Investment Advisor with Partnervest Advisor Services, LLC and focuses on strategies designed to protect asset values in declining markets while capturing gains in rising markets. In other words, Charley’s professional focus is on the kind of active investment managers you’ll find on the Theta Research database. The podcast was carried on OC Talk Radio, located in the heart of Orange County, California and was originally aired in 2015. However, you can now find a recorded version of Mike’s interview on the Theta Research home page. Education Webinar Featuring Theta Research Theta Research was also featured in an educational webinar sponsored by the Market Technicians Association (MTA). The MTA Educational Web Series consists of hour-long webcast seminars featuring recognized industry professionals and are hosted several times each month. In his presentation entitled, “The Importance of Actual Returns in the Due Diligence Process” Mike Posey discussed some of the perils and pitfalls of using hypothetical returns when marketing model portfolios, and how they can be of only limited use in the due diligence process. He also shared lessons learned from his more than 16 years in evaluating and marketing third-party investment managers Mike’s comments were based closely on the Theta Research white paper of the same title. As with the radio interview, a copy of this webcast can be found on the Theta Research home page
Posted by MPosey on 04-26-2016 in Company NewsPermalink
Time is Running Out for NAAIM Early Registration The National Association of Active Investment Managers (NAAIM) urges both members and non-members to register for this year’s Uncommon Knowledge Conference to be held at the Westin Fort Lauderdale Beach Resort in Florida on May 1 – 4, 2016. Join NAAIM and Active Investment Managers from around the country for the best Peer-to-Peer networking in the business. Register today now for one of the best Active Investment Management conferences this year! The “Shark Tank” Returns Back by popular demand, NAAIM’s Uncommon Knowledge Conference will again feature its version of the Shark Tank, in which conference attendees share their strategies with Investment Advisors looking for third-party talent. Theta Research will again be attending as an Innovation Sponsor at this important industry conference. See below for more information about registration for the event, discounted lodging and membership in the NAAIM organization – we hope to see you there! National Association of Active Investment Managers Early Bird Registration Ends This Friday, April 1. Register Today to Get Your Best Discounts Location: Westin Fort Lauderdale Beach Resort, 321 N. Ft. Lauderdale Beach Blvd Fort Lauderdale, FL 33304 Hotel Registration: NAAIM Reservation Link or call 888-627-7108 and mention NAAIM to receive the group discount. Make those Hotel Reservations by April 7! Membership Information:
Log In to Join or Renew Online Now Individual Membership ($300) Includes:
  • Conference Discounts
  • Member-Only Online Community
  • Member-Only Online Resource Library
  • Educational Webinars and Regional Workshops
  • The Best Peer-to-Peer Networking in the Industry
  • Group Memberships also available
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Posted by MPosey on 03-31-2016 in Industry NewsPermalink
Theta News – More New Active Models on Theta In This Edition of Theta News: * Theta Research is featured at Houston, Texas MTA Chapter meeting. * The Growth Continues – Theta Research Announces Recent Addition of New Managers and Models Theta is Featured at the Houston, Texas Chapter of the Market Technicians Association (MTA): On Tuesday, March, 1, 2016, Mike Posey, Theta Research’s Marketing Director was the featured speaker at the Houston MTA Chapter meeting. Like his previous presentation to the Austin MTA Chapter, Mike shared his experienced-based insight on the due diligence process. Mike’s goal is to highlight business concerns once the heavy lifting of creating a trading model is done. The presentation was primarily educational in nature with a focus on why it is important for Investment Managers to have a track record made up of actual, verified returns. Mike also discussed the inherent limitations of backtesting from a due diligence standpoint and why it’s especially important for early-stage Managers to document their performance in real-time trading. Mike’s comments about his experience in the due diligence field closely follow those expressed in his recent white paper – The Importance of Actual Returns in the Due Diligence Process, a copy of which is available free of charge from Theta Research. Theta’s Growth Continues – Announcing the Addition of New Models by Existing Managers: Marty Kerns and Parker Binion of Kerns Capital Management announce the replacement of two prior strategies with their Sector Strength model. Sector Strength is part of Kerns’ Valarian Strategies and began tracking as of its inception date of December 1, 2015. Another existing Investment Manager, Dr. Gary Harloff of Harloff Capital Management, has added three additional strategies under his University Beta Strategies series. The new strategies are Equity, High-Yield Bond and Government Bond. Theta Research began tracking these strategies as of their original inception dates in February and March of this year. (Note that, as discussed the last edition of Theta News, the performance of these new strategies will not yet show up on the Theta subscription site since they do not have at least three months of actual performance data. In addition, two new Investment Managers and their models were added to Theta Research’s database but have chosen to remain anonymous.)
Posted by MPosey on 03-10-2016 in Company NewsPermalink
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