For over a decade, Innealta Capital has advised and managed global investment portfolios which utilize exchange traded funds. Specializing in proprietary risk-managed, investment solutions, we seek to produce well diversified portfolios that aim to outperform on a risk-adjusted basis throughout the business cycle. To that end, a systematic quantitative framework is used, which is continuously fine-tuned with the results of academically proven and empirically tested research across three broad categories of variables. The framework provides real-time risk-return expectations that inform the investment process. Innealta’s investment process continuously incorporates new information as markets change, and seeks to optimize the portfolio to deliver targeted exposure in opportunistic of the market, while maximizing diversification and minimizing costs.
The investment team endlessly looks to enhance both the quantitative framework and investment process to account for evolving markets and new academic research, in order to add marginal value for our clients.