Jonathan Wallentine, FSA, CERA, MAAA, Senior Partner of Actuarial Management Company, has established tracking services for one model called Valuation Arbitrage. This strategy employs advanced actuarial mathematics to arbitrage fixed income mispricings. This is a new model and Theta has established tracking as of its inception date of 4/30/2015.
Disciplined Wealth Management principal, Troy Schield, CFS, BCS, has elected to have three strategies tracked, the Conservative, Moderate and Aggressive Models. Each program applies a tactical strategy to international and domestic equities and bonds. Theta Research has independently verified the track records of all three models back to their inception in September of 2006.
Brian Boughner, CFA, CMT, co-founder of Parallel Financial Partners, has established tracking accounts for five actively managed models: The High-Income Portfolio, Dynamic Fixed Income, Equity Income, Dynamic Allocation Portfolio and the Core Appreciation model. Theta Research has independently verified each model’s track record back to their common inception date of 12/31/2014.
Porter Investments has initiated tracking of its Aggressive Strategy model. Portfolio Manager, Bob Porter, describes this strategy as a 2X leveraged long and 1X leveraged short strategy using complex applied math algorithms, pattern recognition and artificial intelligence to follow intermediate trends in the SP500 Index. Theta Research has independently verified the track record of this model back to its inception date of 8/31/2013.
Ryan Redfern, ChFC, owner and CIO of Shadowridge Asset Management in Austin, Texas has initiated tracking of his SDW Sector Trending model. This strategy seeks to identify long-term S&P 500 Index upward trends and invest in up to four leveraged ProFunds sector funds. Theta Research has independently verified the actual track record of this model back to its inception date of 7/31/2012.
Current Theta Manager, Paul Distefano, PhD of MIPS Timing Systems has added a new model, the MIPS 4/MF+ Strategy. This model is a trend-following strategy driven by applied mathematics, with built in self-learning, self-correcting algorithms. Theta Research has verified the actual performance of this model back to its inception date of 8/31/2013.
Another current Theta Investment Manager, George Slezak, has added a model named George Slezak Discretionary, an approach to market timing using both fundamental and technical approaches. Theta research has verified the actual performance of the Discretionary model back to its inception of April 30, 2014.
Dr. Gary Harloff, founder of Harloff Capital Management, announces the expansion of his Global Tactical – Rydex Aggressive strategy’s actual track record. Theta Research has independently documented the expanded track record of this model back to original inception date of 12/31/2002.