In addition to the passive strategic asset allocation approaches, we offer the investor access to highly active liquid, low-cost, transparent alternatives to hedge funds and private equity, as well as to fixed income investments with actual maturity dates. Investments with these types of exposures have historically only been available at much higher cost and/or at much higher investment minimums. Your portfolio may include not only exchange traded funds, but also individual securities (stocks and bonds), even at smaller account sizes.
We’re able to provide a high level of accessibility and inclusiveness (even for “active” or “tactical” approaches) through the efficiency of in-house management, using proprietary formulaic data-driven (algorithmic) investment processes, which enable lower costs and the removal of many of the negative aspects of human emotional decision from the investment process. However, we strive to combine the best aspects of technology with the best aspects of humanity. The creativity and flexibility of human strategy developers and client-facing advisors is a critical part of our process.
We consider ourselves champions for the idea of systematic savings and investment, and we have developed specialized proprietary strategies that attempt to maximize the benefits of this process for our investors.
4Thought offers two stand-alone specialized systematic investing strategies for investors that identify their objective as “speculation” – Opportunistic Systematic Investing and Thematic Systematic Investing.
If used in isolation, each of these should be viewed as a speculative investment approach, but when blended in appropriate percentages with core Strategic Asset Allocation and Liability-Driven investing approaches (as is the case in the “Multi-Contingency” strategies), they become integral risk components of a portfolio diversified not just at the level of asset type, but also at the level of investment method – even for conservative investors. The Opportunistic Systematic Investing strategy utilizes unconstrained tactical asset allocation and statistical probability analysis to attempt to purchase entire asset classes at discounted valuations and sell them at fair valuations. The Thematic Systematic Investing strategy utilizes selective/concentrated investing and systematized fundamental valuation analysis to attempt to purchase individual stocks at discounted valuations and sell them at fair valuations.Learn more about systematic investing
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