TECHNOLOGY DRIVEN INVESTMENT MANAGEMENT
Building the investment strategies of the future.
OUR APPROACH
We break the traditional mold. We follow a quantitative approach to investing and we go where the numbers and statistics tell us to. We spend our time thinking of new ways to do old things. We question everything and learn the most from finding ways that do not work. Career risk is not a guiding principle for us, so we do not seek safe and institutional caliber investments for fear of losing our jobs. We strive to create value by finding value in capital markets.
Specifically, we utilize macroeconomic factors and style (stock level) factors to drive our investment selections. We do this because it makes sense intuitively and has proven successful over time and through countless academic studies. We are a little unorthodox in our approach to factor investing because we are not plagued by capacity nor size constraints, and therefore we can invest in ways that are unique within the factor investment world. We do not have to be entirely invested at all times, and so we are not. We invest when and in the investments that the data and models tell us to. We sleep well at night because we do not worry about when to buy or sell or what to buy or sell. We simply follow the model.
Our models are mathematically and statistically driven. We utilize Monte Carlo simulations, genetic algorithms, various optimization techniques and other really geeky methods to build and enhance our models. We do not use these methods because they are in trend, but because we found that they allowed us to solve our most immediate problems. We are not math or statistics experts, but we find and study the methods that are relevant and improve our models. We are relentless in seeking improvement and know that we must always evolve as the market is constantly evolving.
For more on our approach, see our BLOG link above for links to our blog posts.
INVESTMENT
STRATEGIES
MULTI-FACTOR OPTIMIZED
Our legacy multi-factor investment strategy that utilizes an optimal mix of factors that have performed well in a variety of macroeconomic environments designed for those not looking to employ leverage or market timing techniques.
MULTI-FACTOR RISK PARITY
Our version of the "All Weather" strategy that utilizes our Multi-Factor Optimized strategy as its equity base and then builds on that by utilizing other asset class investments such as ETF's, Treasuries and Corporate Bonds. This strategy employs the use of leverage, so margin privileges are required.
SMART FACTOR
Our newest strategy, that utilizes a macroeconomic market assessment algorithm to read the current market state and then deploys a dynamic investment strategy that has proven to work well in similar macroeconomic environments in history. We believe this is how all investments will be managed in the future.
All of our investment strategies are automated by our proprietary trading platform and require no ongoing input from our team. This includes execution of position stop losses and all re-balancing trades. The only function not entirely automated is the selection of and buying corporate bonds within our Multi-Factor Risk Parity strategy. Having our strategies fully automated allows us to devote our time and energy to further enhancing our current strategies and developing new strategies based on our ever evolving understanding of capital markets in order to better serve our valued clients.
Below is a diagram showing our proprietary automated trading platform in a flowchart.
CONTACT US
OUR ADDRESS
880 S. PLEASANTBURG DR. STE 1-D, GREENVILLE, SC 29607
Email: eric.blagg@triobe.tech
Tel: 864.626.5695
For any general inquiries, please fill in the following contact form:
