Exploit the Tactical Advantage

Your clients want more than the rollercoaster ride of buy-and-hold index investing. They are looking to you to manage their assets successfully, to limit the risk of investing, to find new investment opportunities and to help them build lasting wealth. While buy and hold may work for the very long term, it’s today that matters. Tactical investment management is a strategist’s approach to investing. It looks for opportunities created by current market conditions, strives to sidestep declines and avoid damaging losses and achieve long-term portfolio growth. Portfolio diversification, risk management and enhanced performance are standards of the best tactical strategies.

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Theta - the Data You Need

Performance is the ultimate criteria. The right tactical managers and strategies for your clients are those that produce the intended results. At Theta Research, we gather, verify and publish only actual performance posted by professional investment managers. Every return is based on values received directly from a third-party custodian reflecting real-time trading in an actual account.

  • No hypotheticals
  • No backtesting
  • No self-reporting

Generating a trading signal is only half of an investment manager’s story. There’s also the issue of executing those signals, especially in those strategies that have trading deadlines before the market close. Only through a review of actual performance can both signal generation and execution be verified. Real performance facilitates your due diligence. It reveals the smoke and mirrors and helps target managers and strategies that best fit your clients’ investment objectives. Subscription Plans

Join the Theta Community

Theta Research is committed to showcasing only the very best tactical management strategies from both established and emerging money managers, resulting in less “analysis paralysis.” Subscriptions are very reasonably priced. Online access assures you have access to the most current data, when you need it. The Theta online database provides:

  • Model Ranking by Performance and Risk Metrics
  • Industry Benchmark Comparative Statistics
  • Detailed Charts and Tables
  • Rolling Time Window Analysis
  • Correlation and Composite Studies
  • Updates on Theta-tracked Managers and Models

Affordable subscriptions available


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Top Performing Models

Previous 2 Months as of 6/30/2024
Model Symbol Performance