Investment Approach

  • A blended investment selection process using fundamental, quantitative and technical factors.
  • We conduct extensive fundamental analysis. Quantitative and technical models help us narrow ourĀ field of investments.
  • Our clients take advantage of a repeatable cycle of investor behavior.

 

 

Portfolio Construction

  • On a daily basis we monitor risk, position size and volatility.
  • Radius uses proprietary buy and sell disciplines when selecting and managing investments.
  • Portfolio management strategies are integrated with our investment philosophy.

ETF Portfolio Strategy

  • Some clients prefer portfolios using exchange traded funds (ETFs) as the primary investment vehicle.
  • Our ETF strategy has low turnover, provides ample diversification, has low expenses and can dampen volatility in down markets.