In This Edition of Theta News:
* Theta Research is featured at Puget Sound MTA Chapter meeting.
* Theta Research Announces Recent New Manager and Model
* Refer an Active Manager to Theta Research
Theta is Featured at the Puget Sound Chapter of the Market Technicians Association (MTA):
On June 16th, Mike Posey, Theta Research’s Marketing Director was the featured speaker at the Puget Sound MTA Chapter meeting. In this presentation, Mike shared his insight on the due diligence process drawn from his more than 16 years of finding, evaluating and marketing managed accounts.
Using prior MTA presentations as a springboard, Mike focused on why it is important for Investment Managers to have a track record consisting of actual, verified returns. He also discussed the inherent limitations of backtesting from a due diligence standpoint and why it’s especially important for early-stage Investment Managers to document their performance in real-time trading.
Announcing the Addition of New Manager and Models:
Dr. Gary Harloff, current Theta Investment Manager and founder of Harloff Capital Management, has expanded his University Beta Strategies by adding the Emerging Markets - Equity model. This brings Dr. Harloff’s total number of tracked accounts to eight. However, the Emerging Market and other University Beta strategies recently added by Dr. Harloff just began trading, so they will not show up on the Theta website until they have three months of track record.
The Investor Zone Team, has initiated tracking of its Long/Short Growth Strategy. The Investor Zone Team is a signal developer and the tracking account will show how those signals should have performed in actual trading. Theta Research has verified the actual performance of this model back to its inception of January 1, 2016.
Do You Know an Investment Manager That Should be Listed on Theta’s Database?
Investment Managers are always seeking to find ways to attract the attention of individual investors, institutions and other Investment Advisors. This is especially true among those looking for strategies that seek to manage risks and provide uncorrelated returns. As Theta continues to grow, our focus on actively managed strategies is an attractive and low-cost way to not only document actual performance, but also have it verified by an independent third party.
It’s been a busy few weeks here at Theta Research since the NAAIM Uncommon Knowledge Conference. We have added seven new strategies to the list of tracked models, one with a track record going back to 1992. These strategies have come from new Investment Managers as well as new strategies from existing Managers. Included in that number are the following:
Models Added by Existing Theta Investment Managers
Dr. Gary Harloff, current Investment Manager and founder of Harloff Capital Management, announces the expansion of his University Beta Strategies, adding the Equity, High-Yield Bond and Government Bond models. This brings Harloff’s total number of tracked accounts to seven. All of these latest strategies are new and do not yet have three months of track record.
Another current Theta Investment Manager, Ryan Redfern, ChFC, owner and CIO of Shadowridge Asset Management, LLC has added a model named SDW Core 403(b) (mod-aggr) Strategy. Theta has established tracking of this model as of its inception date of October 1, 2013.
One of our newest Investment Managers, Carbon Beach Asset Management has added its Carbon Beach Concentrated Deep Value Strategy. This model will not appear on the public website due to its being limited to Accredited Investors. However, qualified investors and investment professionals may access this strategy via Theta’s Guest Pass by contacting Colin Macintosh or Toby Carlisle.
New Investment Managers Added to the Theta Database:
New Investment Manager, Steve Rumsey, founder and CIO of Optimus Advisory Group, has submitted his Tactical High-Yield Bond strategy for tracking. Theta Research has independently documented the track record of this model back to its original inception date of November 1, 2013.
Bruce P. DeLaurentis, founder of Kensington Analytics, LLC has submitted his High-Yield Bond strategy for tracking. This strategy’s track record has been independently verified by Theta Research back to its original inception date of January 1, 1992, making it the longest track record currently found on Theta’s database.