Building Portfolios Based on the Science of Capital Markets
TruNorth Capital's process is a rooted in a systematic, quantitative model research. Decades of research guide the way. We blend world class, academically proven research to create low-cost, diversified strategies focused on our clients' success.
Investing 1.0
Conventional
Management
Investing 2.0
Index & Target
Date Funds
-
Attempts to identify mispricing in securities on a consistent basis.
-
Prediction-based approach that relies on forecasting techniques to pick securities and/or time markets.
-
Often generates higher expenses, trading costs, and excess risk.
-
Allows commercial benchmarks to define strategy.
-
Tethered to a benchmark, reducing flexibility.
-
Cookie-cutter approach.
Investing 3.0
The Science of
Capital Markets
-
Believe that securities are fairly priced and diversification is essential.
-
Gain insights about markets and returns from academic research.
-
Structure portfolios in asset classes with the potential for optimal returns based on evidence-based outcomes.