Introduction – Long-Only Equities

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Introduction – Long-Only Equities

At 361 Capital, we have a unique view of how the stock market works and how investors behave. Our philosophy, process, proprietary models and investment techniques are strongly rooted in the academic study of economics, security analysis and behavioral psychology. We believe that investor expectations are strongly influenced by the announcements and forecasts of perceived market experts, including company management and Wall Street analysts. By incorporating a combination of proprietary quantitative and behavioral valuation techniques, we are able to significantly predict which companies are likely to be the beneficiaries of future favorable earnings announcements and higher earnings forecasts. These predictions can lead to excess returns in stock portfolios.

  • Sources of Return

    "Our process attempts to add alpha through stock selection, rather than sector “bets” against the benchmark. Thus, we have established a target number of positions for each of the sectors included in our universe."