Dynamic Alpha Approach

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 strongest
themes being weighted
larger

Research Macro Economic
Issus / Viewpoints

Interest Rates
Growth Rates
Politics & Gov’t Policies
International Trade
Currency Exchange Rates
Commodity Prices
Supply & Demand

Alignment of Research

Each of the 40+ markets
are examined for long
or short
opportunities

Fundamental Views

“Signal from the noise”
using psychology,
history, mathematics,
philosophy, &
economics

Technical Analysis

Daily chart review of
each of the 45+ markets
are examined

Positions

Three to Six Investment
Themes
at any given
time are implemented,
with the strongest
themes being weighted
larger

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