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Home
: Strategy Discussion
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At Analytic Investors, we believe that the way we process and interpret the seemingly infinite
streams of financial data distinguishes us as a premier investment management company. Our investment
philosophy is founded on the premise that the systematic application of quantitative techniques has the
potential to deliver consistent risk-adjusted returns, regardless of market cycle. With vast amounts of information
available on demand, we believe that the proper weighting of the right variables in the selection process is pivotal
to our success.
Analytic Investors specializes in state of the art quantitative investment management techniques. Unlike
investment firms that try to be all things to all investors, Analytic applies its quantitative approach to three
strategies - Equity,
Asset Allocation and Fixed Income. In each strategy,
we practice an investment philosophy which brings together the best
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| Firm Assets Under Management |
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$9,289 MM |
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| Asset Distribution by Strategy |
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attributes of individual security selection and unbiased portfolio modeling, yielding a management
style that is both disciplined and responsive.
Our rigorous security analysis is made possible only by the dramatic advancements in computing power. The human
mind is incapable of processing the myriad financial data that are available today about stocks, bonds, and markets,
but with the assistance of four unique, proprietary financial models, Analytic portfolio managers can filter the
wealth of data available and identify key quantitative information that supports a disciplined approach to security
selection.
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Investment Philosophy: An Empirical Approach |
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We believe that the market price of every security is determined by a number of changing factors that can be measured
and anticipated. In fact, if it can't be measured, we don't consider it. Our valuation process enables us to examine
literally dozens of financial measures across virtually every sector of today's domestic and international capital
markets. Our multi-factor approach seeks to consistently produce value-added results over a market cycle. In contrast,
traditional strategies that focus on a single style or factor and are subjective in nature are fraught with emotional
reactions and the biases of analysts' forecasts that overlook or underestimate other important factors at work.
We constantly seek ways to exploit opportunity by analyzing financial measures, such as relative
valuation, growth potential, historical returns, liquidity and risk. Then we embark on thorough statistical analysis,
studying the merits of each security and the relationships among multiple variables to discern what is driving
performance. Each portfolio and its holdings are constantly monitored. In the end, our investment philosophy can
be characterized by three core principals that differentiate the firm as an asset manager:
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Responsiveness: We believe markets change – investors must adapt to secular market changes |
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Discipline: We believe markets are complex – investors must impose structured decision-making
to manage complex trade-offs
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Risk and Cost Control: We believe markets are fairly efficient and adding value is difficult –
investors must avoid costs and risks that are unlikely to pay-off in the long-run
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Institutional Investors
To learn more about the services Analytic Investors offers to its institutional clients, see Investing With Us, or choose an institutional portfolio from the list to the right.
Mutual Fund Investors
Individuals can invest with Analytic Investors through several mutual funds available from Analytic or through
Old Mutual Advisor Funds and Old Mutual Advisor Funds II. Visit the Investing With Us
Mutual Funds Area to learn more.
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