More New Managers and a Trip to Seattle

In This Edition of Theta News:

* Theta Research is featured at Puget Sound MTA Chapter meeting.

* Theta Research Announces Recent New Manager and Model

* Refer an Active Manager to Theta Research

Theta is Featured at the Puget Sound Chapter of the Market Technicians Association (MTA):

On June 16th, Mike Posey, Theta Research’s Marketing Director was the featured speaker at the Puget Sound MTA Chapter meeting. In this presentation, Mike shared his insight on the due diligence process drawn from his more than 16 years of finding, evaluating and marketing managed accounts.

Using prior MTA presentations as a springboard, Mike focused on why it is important for Investment Managers to have a track record consisting of actual, verified returns. He also discussed the inherent limitations of backtesting from a due diligence standpoint and why it’s especially important for early-stage Investment Managers to document their performance in real-time trading.

Announcing the Addition of New Manager and Models:

Dr. Gary Harloff, current Theta Investment Manager and founder of Harloff Capital Management, has expanded his University Beta Strategies by adding the Emerging Markets - Equity model. This brings Dr. Harloff’s total number of tracked accounts to eight. However, the Emerging Market and other University Beta strategies recently added by Dr. Harloff just began trading, so they will not show up on the Theta website until they have three months of track record.

The Investor Zone Team, has initiated tracking of its Long/Short Growth Strategy. The Investor Zone Team is a signal developer and the tracking account will show how those signals should have performed in actual trading. Theta Research has verified the actual performance of this model back to its inception of January 1, 2016.

Do You Know an Investment Manager That Should be Listed on Theta’s Database?

Investment Managers are always seeking to find ways to attract the attention of individual investors, institutions and other Investment Advisors. This is especially true among those looking for strategies that seek to manage risks and provide uncorrelated returns. As Theta continues to grow, our focus on actively managed strategies is an attractive and low-cost way to not only document actual performance, but also have it verified by an independent third party.

If you come across any active investment managers or signal developers who could use some market exposure, send them our way. Just have them call Mike Posey at (512) 826-5553, send an e-mail to .(JavaScript must be enabled to view this email address) or contact us through our online contact form. If you prefer, you can also get in touch with Mike and he will make the initial contact.

Posted by MPosey on 06-21-2016 in Company News
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