PHILOSOPHY
Research → Innovate → Invest
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.
Process OVERVIEW
Time-Tested, Disciplined, Systematic, and Quantitative
- INNOVA works closely with clients to apply a bespoke filter on the initial Global Stock Universe.
- Stocks are then scored on a Multi-Factor Alpha Model, learn more by clicking here
- The INNOVA team has 15+ years of experience in managing an optional ESG overlay for select clients, we believe that ESG investing is crucial to the future of innovation
- INNOVA partners with Heckman Global Advisors to screen out stocks with another multi-factor geographical security analysis, Optimizing the portfolio again with additional stock constraints
- The resulting portfolio contains stocks with the the Highest Alpha Potential
Quantitative Optimization
Innovating Multi-Factor Investing
Combining Top-Down Analysis, Bottom-Up Analysis and prudent Risk Management, the INNOVA team has honed its process and workflow over multiple market cycles.
COUNTRY ALLOCATION
Multi-Factor Geographical Security Analysis
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
STOCK SELECTION
Multi-Factor Alpha Model
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
OPTIONAL ESG OVERLAY
Bespoke ESG overlay
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™