INVESTMENT PROCESS
T-1 Dividend SMA
A Disciplined Institutional Approach
T-1's strategic focus on active asset management is designed to manage investment risk and provide more consistent returns. Our principles guide our disciplined approach, offering investors a high level of diversification across multiple asset classes.
Analysis & Evaluation
The genesis of each of our investment strategies are original client mandates for their given portfolio. T-1 conducts rigorous data analysis to help construct the appropriate investment strategy or "working model". Our evaluation process incorporates, deep data analysis, back testing, paper trading and live actual trading before we impliment a new strategy.
Theoretical Concepts
Our main motto is to "manage volatility" in our various strategies.
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Our Dividend strategy is designed to incorporate companies value, strength and current economic condictions We produced a set of stocks .
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We calculate the daily risk parameters of each company and then sort the companies by their risk levels vs. potential returns.
Quantitative Portfolio Formation
Utilizing T-1's proprietary quantitative portfolio construction techniques, our goal is to maximize returns and minimize cross-correlation between underlying companies. We integrate quantitative, technical and fundamental theories to all of our investment portfolios.
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We can always construct a technical or quantitative investment model / strategy, but without implementing fundamentals; it is useless.
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Trading Methodolgy
Once a listing of companies are produced, a process of final analysis and evaluation is applied to assure the listing of companies are viable.
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Approved stocks are purchased on a weekly basis and held for the appropriate trading days for given strategy.
After applying T-1's investment procedures, our portfolio are re-balanced to stay within investment guidelines.
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Risk Management Maintenance
Monitor portfolio to ensure that it stays within the stated limits of its quantitative risk metrics and qualitative risk guidelines.