Theta Research is pleased to announce the addition of five new tactical strategies to our database of tracked models. Two of these strategies come from Investment Managers who are new to Theta while three have been developed by Managers who already have active tracking accounts on the Theta database.

Existing Managers John Worthington and Jon Dauble, co-owners of Evansville, IN based Dauble+Worthington Equity Portfolios, have submitted two new strategies for monthly tracking by Theta. The D+W Dynamic is a relatively new strategy and Theta Research has independently verified performance since its inception in May of 2017. The D+W Equity 102 strategy has a longer-term track record with verified actual performance dating back to its inception in May of 2013.

Another existing Manager submitting a new tactical model for monthly tracking is Armando Alizo, owner and portfolio manager at Mount Dora Capital Management in Cheyenne, WY. Armando has submitted the MDCM Stock Index Futures Portfolio for tracking. Theta Research has tracked and independently verified the actual performance of this strategy back to its inception of March 1, 2016.

New Investment Managers Added to the Theta Database

New Manager, Maia McGeeHee, is founder of Hermes Econometrics in San Rafael, CA. Maia has recently submitted her Hermes Domestic Equities strategy for monthly tracking by Theta Research. We have independently verified the strategy’s actual performance back to its inception date of January 1, 2011.

Likewise, Jean-Pierre Fruchet, President and portfolio manager of Barneau Holdings, Inc. of Montreal, Quebec, Canada is new to Theta Research. While Jean-Pierre is based in Canada, the programs tracked by Theta are traded in US dollar denominated mutual funds sponsored by Guggenheim/Rydex. As a result, the CIA-Rydex strategy will be tracked on a daily basis. Theta Research has independently verified the actual performance of this model back to its inception in October of 2011.

Happy Holidays!

All of us here at Theta Research would like to wish you Happy Holidays and a happy and prosperous New Year!


Posted by MPosey on 12-21-2017 in Company NewsPermalink