Mostly, the discipline of investment management is focused toward selecting the right stocks to buy. Until recently, the contribution to performance of trading skills has been undervalued compared to stock-picking skills. Yet trade costs drain portfolio assets and result in inferior performance. Managers who've had a recent quarter of inferior performance even though stock selection has been effective should investigate whether the problem may lie in trading.
Service provides a quick, inexpensive comparison to similar managers.
Our flagship consulting services provide custom analysis and recommendations to improve performance. Alpha Capture Traces equity investments from conception through execution. Quarterly consultations focus on practical recommendations for improving performance. The reports provide transparent diagnostics to assess investing efficiency. Find the strengths and weaknesses and manage them.