We at Theta Research are pleased to announce the addition of seven more actively managed investment strategies. Some are from Investment Managers that you know while others are new on Theta’s database. First, however, I’d like to remind you of what you’re missing if you haven’t subscribed to the Theta database.
As I have mentioned many times in the past, a Theta database subscription allows you to access the actual performance of innovative actively managed investment strategies, some of which may not be listed on any other performance tracking sites. Even better, Theta is often able to reconstruct historical track records of many of these strategies so performance on the Theta database is from their original inception dates.
This is best illustrated by our “Top Models” page, which lists the best total returns among a wide variety of time windows. This is the first web page you will see on our subscription site and it is likely to be the first clue that you will have of a new leader among Theta’s listed investment models.
Another benefit of tracking performance over a variety of time windows is that you can see the actual performance of Theta’s tracked managers during a wide variety of market environments. Let’s take performance in 2008 as an example. Now that this difficult year in the stock market is more than 10 years in the past, many buy-and-hold investment strategies are acting like it never happened.
At Theta Research, we not only have actual performance beyond 10 years in the past, we also have current numbers so you can see how each manager handled different market environments and time periods. Most impressive is that about half of our tracked Managers are updated on a daily basis, allowing you to follow the day-to-day performance of managers who are of interest to you and trade at Guggenheim/Rydex.
Best of all, Theta’s database subscriptions are a real bargain. Our Professional Subscription has all of the bells and whistles you would expect from a performance tracking website at a cost of only $295 per year. An alternative Basic Subscription is also available. As its name suggests, this subscription level doesn’t have all of the analytical tools available in the Professional Subscription, but still offers plenty of features that will allow you to effectively track the actual performance of some of the best active managers in the business.
Learn more about Theta’s database subscription options.
More new Actively Managed Strategies Added by Theta
As I noted above, we at Theta are very pleased to announce the addition of seven new actively managed investment strategies on the Theta database. First, Greg Towner, CFA, CMT and CIO of Parallel Financial in Greenville, SC added the 10-Stock and Endowment strategies to their stable of active models. Theta Research has independently verified the actual performance of both the 10-Stock and Endowment strategies back to their respective inception dates of January 1, 2015 and August 1, 2018.
James (“Jim”) Lee, CFP, CFA, CMT, APF, founder of Strategic Foresight Investments, LLC (StratFI) based in Wilmington, DE has established new tracking accounts for two strategies with the most interesting names that I have seen in a while. The Caffeinated and Decaffeinated Market Timing Systems have both been trading since November of 2015 and Theta Research has independently verified the performance of both models back to that inception date.
Craig Thompson, founder and president of Asset Solutions in Layfayette, LA has established tracking accounts for two strategies. The Conservative Strategy has been actively trading since November of 2015 while the Aggressive Strategy has an inception date of December of 2017. Theta Research has independently verified each strategy’s actual track record back to their respective inception dates.
Rich and Meghan Paul of Potomac Fund Management in Lakewood Ranch, FL have established another in their series of actively managed tracking accounts with the addition of EVO3. While just added for tracking purposes, EVO3 has been actively trading since its inception of January 5, 2015 and Theta Research has independently verified performance from that date.
All the best,
Theta Research, LLC
As Investor uncertainty has continued over the past few months with the ebb and flow of the stock market, so has the addition of actively managed investment strategies in the Theta database. As we mentioned in our last Theta News, investors are seeking tactical strategies that have the flexibility to move in and out of the market as conditions merit. Theta is where they can find them.
In this issue of Theta News, we are pleased to introduce you to three tactical strategies that are now being tracked by Theta Research. The first was developed by Terry Bommer, President of Fiduciary Tactical Strategies (FTS) in Chesterfield, Missouri. Terry has established a Theta tracking account for his FTS Short-Term Trend strategy. Since this strategy is being traded at Guggenheim/Rydex updated performance will be posted on a daily basis. Theta has tracked and verified the actual performance of this model back to its inception date of October 1, 2017.
Next, DeWayne and Justin Hall of Good Life Asset Strategies in Fort Worth, Texas have submitted their Good Life Core Growth Program for tracking. This strategy trades at Interactive Brokers and Theta has verified its actual historical performance back to its inception date of January 1, 2016.
Another tracking account addition has been established by Ben Reppond, Chief Investment Officer at Reppond Investments in Bigfork, Montana. The Low Volatility Strategy also trades at Guggenheim/Rydex, so results will be posted daily. Theta Research began tracking the actual performance of this strategy as of its inception of October 1, 2018.
All the best,
Theta Research, LLC
NAAIM Issues a Call for 2019 “Shark Tank” Competitors
The National Association of Active Investment Managers (NAAIM) has issued a renewed call for competitors for its “Shark Tank” Active Investing Strategy Competition. Since 2013, this unique challenge has allowed investment managers to gain exposure to new ideas employing active management strategies, possibly leading to new business relationships.
Investment Managers wishing to participate are requested to submit a written application to the Shark Tank Committee for consideration. Finalists will present their strategies at the NAAIM Uncommon Knowledge Conference in Scottsdale, AZ at the DoubleTree Resort by Hilton Paradise Valley on April 28 through May 1, 2019. The NAAIM Shark Tank rules have been broadened to accept applications from members as well as non- members, so you don’t have to be a NAAIM member to participate.
For Investment Managers who employ active strategies, competing in NAAIM’s Shark Tank competition provides exposure to a room full of Advisors, many of which are seeking viable sub-advisory relationships. It’s an opportunity to describe your investment approach to the markets in your own words and answer questions posed by a panel of seasoned professionals.
The opportunity to present your active strategy to other Advisors representing literally billions of dollars of client assets doesn’t come around every day. The NAAIM Shark Tank could provide the exposure necessary to take your business to the next level. The winning Investment Manager will also be awarded the following 2019 Grand Prize Package:
Live Distribution and Promotion on TAMP Offering
Participation in Hedge Connection Table Talks in New York City
Promotion to NAAIM Membership
Five Presentation Meetings to Member Firms
$5,000 Cash Prize
To learn more about the Shark Tank Competition and how to apply to compete in this year’s contest, download the Shark Tank Brochure from the NAAIM website home page.
Apply Online: 2019 Shark Tank Application
We hope to see you at the upcoming NAAIM Conference!
Theta Adds Another New Strategy
Theta Research is pleased to announce the addition of another actively managed strategy. Tomer Elran has established a tracking account for his S&P 500 Exposure Strategy. Based in Petah Tikva, Israel, Tomer manages this strategy using domestic US securities traded at Interactive Brokers. Theta Research will begin tracking the actual performance of this model beginning at its inception of January 1, 2019.
Stay Tuned – More New Strategies are on Their Way
One of the benefits of the Theta Research database of actual performance is that it is not a static list of the same old names and numbers. This is especially true during major market moves like we have experienced in 2018.
Instead, Theta has many new strategies in various stages of completion which will join the database of active Investment Managers soon. So, be on the lookout for our Theta News notices as they may contain just the Investment Manager you’re looking for.
In the wake of significant volatility in the equity markets over the past couple of weeks, investors are again considering actively managed strategies that have the flexibility to move in and out of the market as conditions merit. In this issue of Theta News, we are pleased to introduce three new tactical strategies that are now being tracked by Theta Research.
Note that two of the strategies are from Investment Managers new to Theta Research while the other is from one of our longest-term relationships. As a reminder, performance data on tracked strategies will not show up on the Theta database until they have at least three months of actual track record.
One of our new Investment Managers is Robert (“Rob”) Bernstein, founder of RGB Capital Group, LLC. In San Diego, CA. Rob has submitted his RGB Flex+ strategy for tracking. This strategy trades at National Financial Services (NFS) and Theta will track the model’s actual performance beginning on its inception date of October 1, 2018.
Another Investment Manager new to Theta Research is Wyatt Miller, founder and Chief Investment Officer of Miller Capital Management of New York City. Trading at Interactive Brokers, Wyatt has requested Theta to track the actual performance of his Opportunistic Value strategy from its inception of October 1, 2018.
Theta Research veteran, Rich Paul, of Potomac Advisors in Lakewood Ranch, FL has added his EVO2 strategy to those being tracked by Theta. EVO2 uses the same basic trading system as Rich’s EVO1 strategy, except that EVO2 trades are subject to his discretion. Theta Research has independently verified the actual track record of this strategy back to its inception date of February 9, 2004.
All the best,
Theta Research, LLC