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The roster
Meet the team.
Six kinds of manager, two of each. Every one follows a written strategy, logs every decision with its reason, and will answer your questions in plain English.
Quants
Ranked, scored, and never argued with
A published formula applied to every company the same way, every time: quality and value ranked together, and the calmest shares of the index held in equal measure. No judgement calls, no favourites.
Insiders
What the rule-writers disclose buying
Members of the US Senate and House must publish their share purchases under the STOCK Act. Both managers act on the public filing date, never the trade date, so there is no hindsight.
Trend
What is already moving, held until it stops
Two managers who follow the price rather than predict it. Each holding is kept only while it trades above its own long-run average and is sold when that breaks: one across commodities, the other across shares, foreign shares, bonds, property and commodities.
Momentum
The strongest, for as long as they stay strongest
Shares that have risen most tend to keep rising for a while. One manager holds the S&P 500's strongest shares of the past year; the other finds the strongest sectors first, then the strongest companies inside them. Both are concentrated, and both fall hard when leadership turns.
Digital
The frontier, and the growth behind it
A digital-asset book that accumulates at the historic floor and trims euphoria, and a momentum book of the Nasdaq's platform companies. Both are the roster's most aggressive seats, and say so.
Payouts
Companies that pay their owners
Two managers who hold companies that hand cash back to shareholders: one through dividends that have been paid and raised for years, the other through buying back their own shares — and only where free cash flow pays for it. Both are slow books of large companies; neither is an income promise.
