We define ‘dynamic alpha’ as the ability to spot and capture return differences amongst asset classes and investment strategies. We believe the opportunity for ‘dynamic alpha’ increases if you can identify and invest in multiple asset classes and strategies with uncorrelated return profiles.
The Dynamic Alpha Macro Fund applies quantitative, technical and, most importantly, fundamental analysis to US stocks and 45 other liquid markets that are not bonds or equities to create portfolios with a diversified set of investment-return drivers.
Unlike many macro-trading, tactical allocation funds, which tend to rely solely on quantitative algorithmic analysis, our institutional-grade tactical-macro management team employs fundamental analysis to allocate to the portfolio.
Interest Rates
Growth Rates
Politics & Gov’t Policies
International Trade
Currency Exchange Rates
Commodity Prices
Supply & Demand
Each of the 40+ markets
are examined for long
or short opportunities
“Signal from the noise”
using psychology,
history, mathematics,
philosophy, &
economics
Daily chart review of
each of the 45+ markets
are examined
Three to Six Investment
Themes at any given
time are implemented,
with the stronges
themes being weighted
larger
Issus / Viewpoints
Interest Rates
Growth Rates
Politics & Gov’t Policies
International Trade
Currency Exchange Rates
Commodity Prices
Supply & Demand
Each of the 40+ markets
are examined for long
or short opportunities
“Signal from the noise”
using psychology,
history, mathematics,
philosophy, &
economics
Daily chart review of
each of the 45+ markets
are examined
Three to Six Investment
Themes at any given
time are implemented,
with the stronges
themes being weighted
larger