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Chip Rewey

Quantitative Investing has led to increased investor neglect in small market cap companies

We believe the rapid rise of quantitative investing has created compelling opportunities in the market. By focusing on crunching historical data series, these quant strategies are ill-modeled future economic paradigms, such as rising interest rates. Our experience has affirmed that future market developments do not exactly replicate the past. Our philosophy aims to construct a portfolio that can tolerate the volatility of unexpected developments. Moreover, as quant funds focus on rapid short-term trades, we believe smaller companies with more limited trading float or that are not included in ETFs have been overlooked, leading to investor inattention and under-valued opportunities.


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