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Home : Strategy Discussion |
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At Analytic Investors, we believe that the way we process and interpret the seemingly infinite streams of financial data distinguishes us as a premier investment management company. Our investment philosophy is founded on the premise that the systematic application of quantitative techniques has the potential to deliver consistent risk-adjusted returns, regardless of market cycle. With vast amounts of information available on demand, we believe that the proper
weighting of the right variables in the selection process is pivotal to our success.
Analytic Investors specializes in state of the art quantitative investment management techniques. Unlike investment firms that try to be all things to all investors, Analytic applies its quantitative approach to three strategies - Equity,
Asset Allocation and Fixed Income. In each strategy, we practice an investment philosophy which brings together the best
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| Asset Distribution by Strategy |
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Assets Under Management: $11,267 MM |
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attributes of individual security selection and unbiased portfolio modeling, yielding a management style that is both disciplined and responsive.
Our rigorous security analysis is made possible only by the dramatic advancements in computing power. The human mind is incapable of processing the myriad financial data that are available today about stocks, bonds, and markets, but with the assistance of four unique, proprietary
financial models, Analytic portfolio managers can filter the wealth of data available and identify key quantitative information that supports a disciplined approach to security selection.
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Investment Philosophy: An Empirical Approach |
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We believe that the market price of every security is determined by a number of changing factors that can be measured and anticipated. In fact, if it can't be measured, we don't consider it. Our valuation process enables us to examine literally dozens of financial measures across
virtually every sector of today's domestic and international capital markets. Our multi-factor approach seeks to consistently produce value-added results over a market cycle. In contrast, traditional strategies that focus on a single style or factor and are subjective in nature are fraught with
emotional reactions and the biases of analysts' forecasts that overlook or underestimate other important factors at work.
We constantly seek ways to exploit opportunity by analyzing financial measures, such as relative valuation, growth potential, historical returns, liquidity and risk. Then we embark on thorough statistical analysis, studying the merits of each
security and the relationships among multiple variables to discern what is driving performance. Each portfolio and its holdings are constantly monitored. In the end, our investment philosophy can be characterized by three core principals that differentiate the firm as an asset manager:
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Responsiveness: We believe markets change – investors must adapt to secular market changes |
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Discipline: We believe markets are complex – investors must impose structured decision-making to manage complex trade-offs |
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Risk and Cost Control: We believe markets are fairly efficient and adding value is difficult – investors must avoid costs and risks that are unlikely to pay-off in the long-run |
Institutional Investors
To learn more about the services Analytic Investors offers to its institutional clients, see Investing With Us, or choose an institutional portfolio from the list to the right.
Mutual Fund Investors
Individuals can invest with Analytic Investors through several mutual funds available from Analytic or through Old Mutual Advisor Funds and Old Mutual Advisor Funds II. Visit the Investing With Us Mutual Funds Area to learn more.
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