Our Process
A Structured Path to Excellence
Proven Process, Trusted Results
Mechanical Strategies
Mechanical strategies automate the buying and selling of securities based on predefined rules, algorithms, and numerical criteria. The core goal is to eliminate emotional biases like fear and greed, ensuring disciplined, consistent decision-making without human intervention or second-guessing.
Academic Backbone
Academic research is foundational to mechanical investing, providing the empirical evidence for market factors (e.g., value, size, momentum, profitability) that systematically outperform, enabling rules-based strategies that eliminate emotional biases, ensure rigorous validation through peer-reviewed studies and historical backtesting, and deliver scalable, transparent portfolios for long-term success.
Realism & Scalability
Reducing trade frequency (low turnover), having pre-determined trade dates and filtering for highly liquid securities are essential design choices in mechanical strategies. This dramatically lowers costs, delivers realistic backtested-to-live performance, and maximizes scalability for institutions without compromising factor exposure.