Taking a look under the hood of an active investment strategy that seeks to exploit inherent behavioral biases exhibited across public equity marketplaces. 

Exploring the fundamentals of momentum strategies, how and why they tend to work, and the benefits they can provide to investor portfolios over time.

Exploring the traditional portfolio components from a diversification perspective during times of U.S. Stock market duress.

Taking an illustrative look at trend following fundamentals, their application to the Traditional Portfolio, and their time tested effectiveness at preserving and growing capital across markets cycles. 

Exploring the most recent data for average investor allocations to U.S. equities and the relationship to longer-term equity returns.

An exploration of portfolio enhancing strategies with the development and application of Alpha Overlays to the traditional portfolio. 

A historic look at the relationship between two of the most common asset allocations within traditional portfolios and how this relationship tends to shift over time.

Time has shown that diversification across asset classes can materially improve portfolio risk-adjusted returns over time, but we feel this traditional style of diversification is only a partial step.  By diversifying a portfolio multi-dimensionally (asset classes, time, and strategy dynamics), investors can actually bolster returns and further reduce risk throughout market environments.

The mathematics behind diversification and why RQA's balanced strategy portfolio takes a multi-dimensional approach in order to provide clients with more consistent and reliable returns across market environments.