Our Philosophy

Synergy believes the market for publicly traded equities is inefficient. However, only careful quantitative examination will reveal these inefficiencies thus yielding the opportunity to generate abnormal returns. Synergy employs a series of robust quantitative methods that make up the entire investment decision-making process from security analysis to portfolio performance and measurement. The combined output of these proprietary systems produces a portfolio with the ongoing objective of generating absolute rather than relative return, regardless of whether the investment product is long only or long short.

Synergy’s management decisions that influence the performance of a client’s portfolio are all measurable; from the return forecasts to the optimal portfolio weights. A keystone of the Synergy philosophy is, “What is measurable is manageable.” If an active money manager can produce expectations about the securities in the portfolio, then the process is in the control of the money manager.