What makes us different: not just one thing but a combination of traditional and innovative – the whole is greater than the sum of the parts.
A unique, science-based approach and an innovative combination of management techniques produces differentiated strategies with, what we believe to be, exceptional potential.
CAS Research and Strategy approach
Fundamental Equity Analysis
Our approach applies proprietary equity analysis to U.S. large and mid-cap equities using computer algorithms.
Quantitative Algorithm
A rules-based algorithm for equity selection and portfolio construction provides a disciplined, repeatable process that reduces the role of human emotion, ego, and subconscious biases in portfolio management.
Active Management
Weekly updates of all individual equity analytics and all fund positions allow the funds to be responsive to changing conditions yet not get caught up in the noise of daily market trading.
Risk Control and Diversification
Limits on individual position size to provide risk control. Minimum and maximum numbers of holdings to help provide proper diversification.
Complexity Science Framework
A unique complexity science framework assumes markets and the economy are constantly adapting to changing conditions.
Total Return
Targeting the drivers of returns rather than themes, styles, or market-cap size.