Email: info@paritascapital.com   Phone: (203) 717-1620

Investment Commentaries

Q1 2019 Investment Commentary

During the first quarter of 2019, the Global Wealth Strategy portfolio produced a net return of 7.68%. We believe combination of an oversold market and changes in the U.S. Federal Reserve’s (Fed) outlook on interest rates helped all asset segments in the portfolio gain more than 5% for the quarter.

Q4 2017 Investment Commentary

Our evaluation of market risk remained low during the 4th quarter. As a result, we maintained a below average allocation to Fixed Income in the GWS portfolio with an average allocation of 30.48% during the 4th quarter. Volatility continued to be muted through the 4th quarter as it has been during all of...

Quantify The Risk

We calculate the risk of each individual asset in our portfolio to ensure we know exactly how it is behaving.

We analyze prices to determine movements and calculate statistics, such as correlation and volatility, that help us construct our risk value.

If risk is unknown, it cannot be managed. We are able to effectively manage risk by being able to quantify it.

Optimize the Risk

We use the power of today's computers to calculate the optimal amount of capital needed to achieve a specific risk target for each asset.

The optimizer evaluates each asset in the portfolio and determines whether or not it is contributing the right amount of risk to the overall portfolio.

Allocate the Capital

We invest the assets in the portfolio according to the capital amounts calculated during our optimization.

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