Wallace Hart Momentum Strategy

 

The Wallace Hart Momentum Strategy aims to achieve capital appreciation with minimal drawdowns by tactically allocating publicly traded companies:

 

We offer the Wallace Hart Momentum Strategy for accredited investors looking to invest in alternative investments to improve diversification and increase risk-adjusted returns.

The strategy aims to achieve capital appreciation with minimal drawdowns by implementing a systematic strategy where we tactically allocate to publicly traded companies. We utilize eight proprietary, quantitative models that work together to help narrow the opportunity set of investable mid and large-cap companies listed on major U.S. exchanges.
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Universe
Monitor 5,000 mid and large-cap companies listed on major U.S. exchanges.
Quantitative Sytem Filter
Leverage eight independent strategies that work simultaneously to narrow our opportunity set.
Portfolio
Construction
Identify the optimal time to acquire and hold positions in 50 - 60 companies through systematically evaluating the current market environment and other factors.
Risk
Mitigation
Apply tactical hedges to preserve capital as markets or interest rates begin to decline.

 

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Accredited Investor

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