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Welcome to CAS Research and Strategy, LLC.

CAS Research and Strategy (CASRS) is a boutique firm offering a unique, science-based approach to investment management. CASRS was founded in 2018 for the purpose of applying complexity science to economic analysis, capital markets, and investing.

The goal of CASRS is to combine complexity science with traditional investing principles and the discipline of a computer algorithm to build and manage equity portfolios with superior long-term investing characteristics.

What we believe:

Equity investing should be a data-driven, methodical process that can endure and succeed in a wide range of market cycles, economic conditions, and political environments.

Investing should not be about placing “bets” on upcoming events, chasing the latest investment fad, or forecasting the future.