Products


We can address the needs of individuals investing in IRAs or directly, as well as institutional investors.


Our core product takes long positions in equities for relatively short holding times, ordinarily for less than one year. We don't use leverage, use short selling or explicitly hedge risk in our core strategy, but we do use margin accounts to be able to buy and sell without clearing delays.


Income from the core product comes as dividends and short term capital gain or losses. For taxable investors, we can supplement the long-only strategy to address tax inefficiencies.