Camargo Investment Management of Cincinnati, OH began tracking one model named the MidCap Growth Price Momentum and LargeCap Value. This strategy trades a basket of 20 to 25 individual stocks based on proprietary fundamental analysis. Theta Research has independently verified the actual performance of this strategy back to its inception of 01/01/2012. Jacob Deschenes, principal of Era Capital Management, has announced the tracking of one model named the Strategic Growth Opportunities portfolio, which trades individual stocks based on a proprietary contrarian strategy. Theta Research has independently verified the actual performance of this strategy back to its inception of 10/31/2014. Copperwynd Financial, LLC began tracking two models, both of which trade individual stocks. The 5 Stock Momentum Strategy employs positive momentum while the 50 Value Stock Strategy is based on proprietary value metrics. The actual track records of these models have been verified by Theta Research back to 7/31/2013 and 5/31/2012, respectively. Marty Kerns and Parker Binion of Kerns Capital Management have announced the tracking of two new models, the KCM Valarian Long/Short and KCM Valarian Market Neutral strategies. Both models have an inception date of 12/31/2014 and trade individual stocks seeking to manage risks through the use of proprietary stock selection and net exposure methodologies. Roger W. (Wayne) Lord of Dexter, GA has initiated trading of one model, the NAZ 100. This strategy is an aggressive day trading and swing trading model. Theta Research began independent tracking at the program’s inception date of 12/31/2014.
Posted by MPosey on 03-27-2015 in Company NewsPermalink