Stress Test Your Investment Strategy and Attract New Distribution!

The National Association of Active Investment Managers (NAAIM) has extended the deadline for investment managers to participate in the 2021 Active Investing Strategy (AIS) Competition, formerly known as the NAAIM “Shark Tank.” Since 2013, this unique challenge has allowed NAAIM Members to gain exposure to new ideas employing active management strategies, possibly leading to new business relationships.

Investment managers wishing to participate in this virtual event are requested to submit a written application and present their strategy to the committee in the preliminary contest through June 4. Selected finalists will present their strategies in a virtual event on June 23 and 24, 2021. NAAIM AIS Competition preliminaries have been broadened to accept applications from members as well as non- members. Finalists will be required to become NAAIM members.

For Investment Managers who employ active strategies, competing in NAAIM’s AIS Competition provides exposure to a room full of Advisors, many of which are seeking viable sub-advisory relationships. It is an opportunity to describe your investment approach to the markets in your own words and answer questions posed by a panel of seasoned professionals.

The opportunity to present your active strategy to other Advisors representing literally billions of dollars of client assets doesn’t come around every day. The NAAIM AIS Competition could provide the exposure necessary to take your business to the next level.

To learn more about the NAAIM organization and rules of the AIS Competition, check out the AIS Competition page on the NAAIM website.

All the best,

Mike

Posted by MPosey on 05-19-2021 in Industry NewsPermalink

The Theta website will be offline during the morning of February 14, 2020 due to Theta’s move to a new address within the same building. This outage will affect not only the Theta home page, but also access for our investment managers and subscribers.

Our systems consultants will be on-site installing a new Internet connection that will be twice the speed of our current configuration, so look for response times to be even better in the future.

The move will not affect any of Theta’s contact information other than to change suite numbers from 200 to 100, as follows:

Theta Research

11719 FM 2244, Suite 100

Austin, TX 78738

(512) 628-5201

www.thetaresearch.com

Posted by MPosey on 02-13-2020 in Company NewsPermalink

In the most recent issue of Theta News, we misrepresented the name of one of our Investment Managers who has established a new tracking account.

Specifically, we misidentified Potomac Fund Management as being the sponsor of a new tracking account when we should have said Potomac Advisors, Inc. The mistake was ours and we apologize for any confusion our error may have caused. Here’s the text of the blog post as it should have been:

Rich and Meghan Paul of Potomac Advisors, Inc. in Lakewood Ranch, FL have established another in their series of actively managed tracking accounts with the addition of EVO3. While just added for tracking purposes, EVO3 has been actively trading since its inception of January 5, 2015 and Theta Research has independently verified performance from that date.

All the best,

Mike

Mike Posey

Marketing Director

Theta Research, LLC

(512) 826-5553

.(JavaScript must be enabled to view this email address)

Posted by MPosey on 07-22-2019 in Company NewsPermalink

We at Theta Research are pleased to announce the addition of seven more actively managed investment strategies. Some are from Investment Managers that you know while others are new on Theta’s database. First, however, I’d like to remind you of what you’re missing if you haven’t subscribed to the Theta database.

As I have mentioned many times in the past, a Theta database subscription allows you to access the actual performance of innovative actively managed investment strategies, some of which may not be listed on any other performance tracking sites. Even better, Theta is often able to reconstruct historical track records of many of these strategies so performance on the Theta database is from their original inception dates.

This is best illustrated by our “Top Models” page, which lists the best total returns among a wide variety of time windows. This is the first web page you will see on our subscription site and it is likely to be the first clue that you will have of a new leader among Theta’s listed investment models.

Another benefit of tracking performance over a variety of time windows is that you can see the actual performance of Theta’s tracked managers during a wide variety of market environments. Let’s take performance in 2008 as an example. Now that this difficult year in the stock market is more than 10 years in the past, many buy-and-hold investment strategies are acting like it never happened.

At Theta Research, we not only have actual performance beyond 10 years in the past, we also have current numbers so you can see how each manager handled different market environments and time periods. Most impressive is that about half of our tracked Managers are updated on a daily basis, allowing you to follow the day-to-day performance of managers who are of interest to you and trade at Guggenheim/Rydex.

Best of all, Theta’s database subscriptions are a real bargain. Our Professional Subscription has all of the bells and whistles you would expect from a performance tracking website at a cost of only $295 per year. An alternative Basic Subscription is also available. As its name suggests, this subscription level doesn’t have all of the analytical tools available in the Professional Subscription, but still offers plenty of features that will allow you to effectively track the actual performance of some of the best active managers in the business.

Learn more about Theta’s database subscription options.

More new Actively Managed Strategies Added by Theta

As I noted above, we at Theta are very pleased to announce the addition of seven new actively managed investment strategies on the Theta database. First, Greg Towner, CFA, CMT and CIO of Parallel Financial in Greenville, SC added the 10-Stock and Endowment strategies to their stable of active models. Theta Research has independently verified the actual performance of both the 10-Stock and Endowment strategies back to their respective inception dates of January 1, 2015 and August 1, 2018.

James (“Jim”) Lee, CFP, CFA, CMT, APF, founder of Strategic Foresight Investments, LLC (StratFI) based in Wilmington, DE has established new tracking accounts for two strategies with the most interesting names that I have seen in a while. The Caffeinated and Decaffeinated Market Timing Systems have both been trading since November of 2015 and Theta Research has independently verified the performance of both models back to that inception date.

Craig Thompson, founder and president of Asset Solutions in Layfayette, LA has established tracking accounts for two strategies. The Conservative Strategy has been actively trading since November of 2015 while the Aggressive Strategy has an inception date of December of 2017. Theta Research has independently verified each strategy’s actual track record back to their respective inception dates.

Rich and Meghan Paul of Potomac Fund Management in Lakewood Ranch, FL have established another in their series of actively managed tracking accounts with the addition of EVO3. While just added for tracking purposes, EVO3 has been actively trading since its inception of January 5, 2015 and Theta Research has independently verified performance from that date.

All the best,

Mike

Mike Posey

Marketing Director

Theta Research, LLC

(512) 826-5553

.(JavaScript must be enabled to view this email address)

Posted by MPosey on 07-18-2019 in Company NewsPermalink
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