
Wealth Creation Through Intelligent Concentration
Our Approach
We tactically allocate capital in light of changing global macroeconomic conditions and trends:
-
The more attractive opportunities are available, the more we concentrate in stocks with the highest potential for superior returns
-
In environments with fewer attractive opportunities, we invest in a more diversified group of reasonably priced good investments
Then, we hold patiently until the stock reaches its potential or compares less favorably to available opportunities.
We hedge to minimize volatility and create a distinctive ability to reinvest directionally for upcoming cycles:
-
By heavily using ETFs to change or gain specific beta and macro exposures
-
Relative value, pairs trading, and factor pair trading
-
Where appropriate, we engage with other investment managers with significant experience deploying specific strategies*
* Other managers may charge fees that we do not share with them..
Our Differentiators
Why Exacta?
Proven track record of superior performance
The portfolio manager has a 20-year history of delivering outstanding risk-adjusted returns
Deep research augments operational experience
The investment team leverages deep insight into companies across industries
Our Partners
Global Powerhouse Counterparties
