WALLACE HEART MOMENTUM STRATEGY
Driven by our commitment to investors
Wallace Hart Capital Management was founded with the vision to help clients see the possibilities of life. With a prudent approach to capital management, we seek to preserve and enhance our investors’ portfolio through our investment strategies.
Our principals gained their investment experience at the most prestigious firms — yet we saw an opportunity to do it better. With over 30 years of Wall Street experience, we have pioneered a unique approach designed to help mitigate drastic swings in a volatile market. We utilize the investment expertise gained from working for large institutions but approach investor relationships like a high-end boutique.
Our interests are closely aligned with those of our investors as we firmly believe that investment managers should only be compensated if they’ve generated positive performance. Therefore, we take a performance fee once we have done our job.
We are guided by our shared values
Leading Edge Strategies
We are committed to using advanced, forward-thinking strategies instead of following what the media promotes, and take pride in innovating rather than relying on the status quo.
Practice What We Preach
At Wallace Hart, we don’t use strategies just because they sound good. We use every strategy we recommend for our business and our own portfolios.
Learn, Invest, Teach, Repeat
As investment advisors, we are constantly striving to learn more about our own craft so we can teach what we learn to our clients. We want every client to feel confident and knowledgeable about their financial future.
A Can-Do Mindset
We firmly believe that every problem has a solution and every obstacle a workaround. Our job as problem-solvers is to find them.
Collective Collaboration
We work together to support each other, augment each other and care for each other, leading to better support and care for our clients.
Be a Good Citizen
We care about our communities, and each of us represent Wallace Hart through our decision and actions. As a firm we’re committed to supporting non-profits by joining the Pledge 1% Movement.
Founded in 2017, Wallace Hart Capital Management is an alternative investment manager with expertise in equity investing, quantitative strategies and wealth management.
We believe that Wallace Hart has an ‘edge,’ namely an investment approach that systematically analyzes market trends and company fundamentals through a quantitative lens. The investment approach coupled with our experienced team enables us to capture new opportunities with high conviction while maintaining the ability to apply tactical hedges to help preserve capital as markets or interest rates begin to shift.
Wallace Hart Momentum Strategy aims to achieve capital appreciation with minimal drawdowns by implementing a systematic strategy that tactically allocates to publicly traded companies.
The strategy utilizes eight quantitative models that work together to narrow the opportunity set of investable mid- and large-cap companies listed on major U.S. exchanges.
Connect
If you’re ready to discover what your life can be, connect with us today.