Simply stated, markets evolve toward complexity and so must the methods to be able to discriminate between forecasting the relative outperformers from the underperformers. Utilizing skillsets developed over Guy’s career, his personal and professional objective has been to further master his discipline to provide clients with a higher probability outcome in stock selection and portfolio management. Career-long training backed by discipline, experience, and dedication are key determinants that offer CIR clients the performance edge they seek.
At the macrolevel, discipline requires identification of “the market.” Trending sectors, current and emerging investment themes, potential for exogenous dislocation events to name a few are drivers that are always present needing to be identified, weighted, and integrated into the overall, technical setups. CIR’s unique methodologies developed and tested over Guy’s career have been instrumental in achieving his historical record for out-performance.
Action items occur at the micro-level: stock screening is made more effective as the degree of discrimination increases: hedging long positions against short positioning reduces risk and enhance returns when a clear relative performance advantage is identified. This selection process of macro- and micro-filters acting in unison strengthen the probability for higher portfolio performance: the integration of non-technical macro-variables with micro-technical pattern enables the CIR methodology to be dynamic, not static; strategically insightful, not just a “stock idea for the day.”
CIR’s proprietary research: three core methodologies strengthen our perspective on the market. The aim is to reduce market “noise” and focus more on adding a broader view to create the right context for examining historical pattern guides of time-derived price action. In that way, stock/index selections generated include a forecasting component to fit within the current financial market setup. Briefly, the focus of these methodologies are:
- Strategic Asset Money Flows: Unraveling the undercurrents of investment streams;
- Performance Analysis: A granular, bottom-up approach across equity sectors; and
- Advanced Multi-Factor Model Scoring: identifying those stocks/sectors with the most potent trend momentum and relative performance compared against competing global equities.
