Camargo Investment Management of Cincinnati, OH began tracking one model named the MidCap Growth Price
Momentum and LargeCap Value. This strategy trades a basket of 20 to 25
individual stocks based on proprietary fundamental analysis. Theta Research has
independently verified the actual performance of this strategy back to its
inception of 01/01/2012.
Jacob Deschenes, principal of Era Capital Management, has
announced the tracking of one model named the Strategic Growth Opportunities
portfolio, which trades individual stocks based on a proprietary contrarian
strategy. Theta Research has independently verified the actual performance of
this strategy back to its inception of 10/31/2014.
Copperwynd Financial, LLC began tracking two models, both of which trade
individual stocks. The 5 Stock Momentum Strategy employs positive momentum
while the 50 Value Stock Strategy is based on proprietary value metrics. The
actual track records of these models have been verified by Theta Research back
to 7/31/2013 and 5/31/2012, respectively.
Marty Kerns and Parker Binion of Kerns Capital Management have
announced the tracking of two new models, the KCM Valarian Long/Short and KCM
Valarian Market Neutral strategies. Both models have an inception date of
12/31/2014 and trade individual stocks seeking to manage risks through the use
of proprietary stock selection and net exposure methodologies.
Roger W. (Wayne) Lord of Dexter, GA has initiated trading of one model, the
NAZ 100. This strategy is an aggressive day trading and swing trading model.
Theta Research began independent tracking at the program’s inception date of
Theta Launches New Ad Campaign
The advantages of subscribing to the Theta Research database are now being publicized via an ad campaign in the ProActive Advisor e-zine. This online publication goes out to over 100,000 Investment Advisors across the country, promoting the benefits of active investment strategies in a diversified portfolio. Click on the following link to learn more about the ProActive Advisor e-zine.
Theta Welcomes Two NEW Active Investment Managers
Potomac Advisors began tracking with one model named EVO 1. This strategy trades long, inverse and leveraged Rydex mutual funds. Theta Research has independently verified actual performance of this model back to May of 2002.
Zor Capital, LLC established tracking for one model named ZorTrades. This strategy trades individual equities based on a proprietary pattern recognition system. Theta Research has independently verified the actual performance of this strategy back to its inception of 7/31/2013.
Hepburn Capital Management began tracking with one model named Future Technologies Strategy. This strategy trades primarily equity securities in the field of emerging technologies. Theta Research has verified performance back to the inception date of 8/31/14.
Dr. Gary J. Harloff, Ph.D. began tracking of one model named Global Tactical – Rydex Aggressive Growth trading long, inverse and leveraged Rydex mutual funds. Theta Research has independently verified actual performance of this model back to 11/30/2010.