175M+ AUM
as of March 31, 2022

OVERVIEW

DCM/Innova's quantitative strategies are managed by an investment team that has honed their Investment and Research skills over three decades

PUT US ON YOUR CALENDAR →

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

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

  1. INNOVA works closely with clients to apply a bespoke filter on the initial Global Stock Universe. 
  2. Stocks are then scored on a Multi-Factor Alpha Model, learn more by clicking here
  3. 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
  4. 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
  5. 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

INNOVA applies filters across 5 key factors

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

Disclaimer: Clients provide their own ESG Data Source

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™

PRODUCTS

Mutual Funds

PRODUCTS

Custom Managed Accounts

INVEST

Get in touch about investing with DCM / INNOVA.

HOW TO INVEST IN MUTUAL FUNDS →INQUIRE ABOUT MANAGED ACCOUNTS →PUT US ON YOUR CALENDAR →
FEAturED INSIGHtS

The Latest From DCM

EXPLORE ALL OF OUR INSIGHTS →