Last month we sent a short survey to the managers listing programs on the Theta Research site and the results are in. Our big goal was to learn which performance metrics were important to them, and how we can improve the reporting on our site. The feedback has been invaluable!

Overall, our managers are happy with our service and use terms like “reliable,” “high quality” and “good value for the money” to describe us. The performance and risk statistics shown now seem to be the most important to them, although adding additional statistics, such as Sharpe and Sortino ratios, would be desirable.

They particularly expressed that the site needs a facelift and the ability to better view the manager pages on a mobile device. Selectable start and end dates for statistics also made the update list, as did default benchmarks and a fact sheet option.

We have plans to begin these updates this month and start the rollout in October. If you have any other suggestions, email Henry at .(JavaScript must be enabled to view this email address).

You can view the full set of survey results here.

Posted by Admin on 09-28-2022 in Company NewsPermalink

After a two-year hiatus, the Uncommon Knowledge® National Conference, sponsored by the National Association of Active Investment Managers, will be back and Theta Research will be there! The conference will be held April 24-27 at the Westin Tampa Waterside in Tampa, FL.

Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for over 30 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice.

Stop by the Theta Research table on Tuesday, April 26, to say hello to Henry Rohlfs, Theta’s tech director. If you haven’t already, get the details on the conference agenda and register today.

Posted by Admin on 04-08-2022 in Company NewsPermalink

The Theta website will be offline during the morning of February 14, 2020 due to Theta’s move to a new address within the same building. This outage will affect not only the Theta home page, but also access for our investment managers and subscribers.

Our systems consultants will be on-site installing a new Internet connection that will be twice the speed of our current configuration, so look for response times to be even better in the future.

The move will not affect any of Theta’s contact information other than to change suite numbers from 200 to 100, as follows:

Theta Research

11719 FM 2244, Suite 100

Austin, TX 78738

(512) 628-5201

www.thetaresearch.com

Posted by MPosey on 02-13-2020 in Company NewsPermalink

In the most recent issue of Theta News, we misrepresented the name of one of our Investment Managers who has established a new tracking account.

Specifically, we misidentified Potomac Fund Management as being the sponsor of a new tracking account when we should have said Potomac Advisors, Inc. The mistake was ours and we apologize for any confusion our error may have caused. Here’s the text of the blog post as it should have been:

Rich and Meghan Paul of Potomac Advisors, Inc. 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,

Mike

Mike Posey

Marketing Director

Theta Research, LLC

(512) 826-5553

.(JavaScript must be enabled to view this email address)

Posted by MPosey on 07-22-2019 in Company NewsPermalink
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