The team holds Ph.D.’s in Finance and Applied Mathematics and experience investing over multiple market cycles.
Innova's investing strategy is driven by research and analysis from Heckman Global Advisors.
Innova strategies may be managed with or without an ESG overlay via Separately Managed Accounts customized to the clients needs
Armed with more than 3 decades of experience in investments, the INNOVA team tirelessly iterates upon their quantitative approach, keeping up with current market trends and investing in the future of innovation.
Combining Top-Down Analysis, Bottom-Up Analysis and prudent Risk Management, the INNOVA team has honed its process and workflow over multiple market cycles.
INNOVA partners with award-winning Global Equity Research Firm, Heckman Global Advisors, to conduct a thorough Multi-Factor Geographical Security Analysis
Sentiment/Momentum Positive price trends tend to persist
Risk Key Macro Risks are measured and controlled
Monetary Policy Policy Rates tend to boost liquidity
Growth Changes in growth expectations act as valuation catalysts
Valuation Inexpensive markets tend to outperform
Quality Cash flows should support earnings
Profitability Important for long-term outperformance
Momentum Price and Earnings Trends
Risk Beta and Volatility
Sentiment Agreement amongst Analysts is positive
Management Policy R&D, Capex and Share issuance/repurchase
Valuation Cheap stocks have historically outperformed market over long-run
The INNOVA team has 15+ Years of Experience applying select clients' values to our disciplined Global ESG strategy. We work closely with clients, customizing our Quantitative Strategies to fit the needs and wishes of our clients, filtering stocks and companies on a case by case basis.
Get in touch with our Head of Quantitative Strategies to learn more about the Custom INNOVA ESG Overlay™