|
Ockham Wealth Advisors Portfolio Management utilizes on a long term approach to investing, knowing that short term market fluctuations are extremely unpredictable. Instead of chasing momentum, we focus on understanding business cycles and identifying undervalued securities that will appreciate in the long term. The strategy we use has consistent outperformed accepted benchmarks for over 15 years. Furthermore, as you can see from the chart on our Methodology page, while we do not proport to be market timers our methodology has proven to be an effective in identifying broad market monements.
Ockham Wealth Advisors team includes a diverse group of assets that allow us to gain superior results. First, Ockham Wealth Advisors employes the research methodology of Ockham Research as the foundation of securities anaylsis, sector and industry rankings, and idea generation. Also, OWA uses Abacus Analytics, a third-party statstical analysis team, in order to optimze portfolio construction and risk management on an ongoing basis. Furthermore, OWA has access to a brand new News Analytics Program, which uses advanced technology to identify what topics (securities, commodities, products) are being discussed on any news outlet including internet news sites, television closed cationing, financial blogs, news wires, news papers, etc. This advanced software is able to compare the current amount of news and compare it against historical means. In using this technology, we are able to identify what is going on with a particular security before almost anyone else. So, while we do not trade based on these short term jerks to the system we can use it as a risk management tool.
|