In this issue of Theta News, I want to announce the addition of two new strategies to the Theta database. One model is from a new Investment Manager and the other is from one of our existing model developers. Our newest Investment Manager is Ben Reppond of Reppond Investments, Inc. in Bigfork, Montana. Ben has established a tracking account for his Diversified Conservative Strategy. Theta Research has independently reconstructed this strategy’s actual performance back to its inception date of February 1, 2018. Existing Manager, David B Daughtrey, owner and portfolio manager of Copperwynd Financial, LLC, has submitted another model for tracking. The newest program is called the 10-Stock Momentum Strategy and is the sixth model being tracked for Copperwynd. Theta Research has independently verified the actual track record of this strategy back to its inception date of April 1, 2017. All the best, Mike Mike Posey Marketing Director Theta Research, LLC (512) 826-5553 mike@thetaresearch.com

Posted by MPosey on 05-18-2018 in Company NewsPermalink