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