NAAIM Shark Tank Results and a New Tracked Strategy

NAAIM Announces Winner of “Shark Tank” Competition

The National Association of Active Investment Managers (NAAIM) has announced the winner of its annual “Shark Tank” competition, held during its Uncommon Knowledge Conference in San Diego, CA. Since 2013, this unique challenge has allowed NAAIM Members to gain exposure to innovative ideas employing active management strategies, possibly leading to new business relationships.

Theta Research is pleased to announce the 2017 Shark Tank Competition winner is Mr. Rich Paul of Potomac Advisors, Inc. Rich won the competition with his EVO 1 Strategy, a long, inverse or cash tactical model using the Guggenheim/Rydex family of mutual funds. The EVO 1 Strategy’s actual track record has been independently verified by Theta Research back to its original inception date of June 1, 2002.

As we have noted in the past, Investment Managers competing in NAAIM’s Shark Tank competition receive exposure to a room full of Advisors, many of which are seeking viable sub-advisory relationships. It’s an opportunity to describe the Manager’s investment approach to the markets answer questions posed by an audience of seasoned professionals.

Theta Research has actively supported Shark Tank and has served on the NAAIM Shark Tank Committee since its inception. In fact, all previous Shark Tank winners currently have at least one strategy being tracked by Theta. To learn more about Potomac Advisors and the EVO1 Strategy, see your Theta subscription or, if you are not yet a subscriber, contact Rich and request a Theta “Guest Pass” to review his performance.

Theta Adds Another New Strategy

Ted Lundgren, Principal of Hg Capital Advisors, LLC in Houston, Texas has announced the addition of the Behavioral Diversification strategy to its models being tracked. This strategy uses proprietary algorithms to allocate among multiple tactical strategies. Theta has tracked and independently verified the actual performance of this model back to its inception of January 1, 2014.

Posted by MPosey on 05-15-2017 in Company News
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