Portfolios designed for
optimal investing outcomes

Continuous research. A better take on risk and return. Our proprietary PRICE analysis matrix. And above all, goals aligned with our investors.

Meeting goals through active management

Research-driven strategies designed for flexibility through all market environments. Avoiding common investor mistakes is the centerpiece of a healthy long-term investment strategy.

Challenging The Status Quo

We challenge the idea that portfolios can be held based on historical studies of risk (volatility) and return, the founding theory of traditional ("strategic") asset allocation. Looking backward may fail to adequately measure what the market environment will present to an investor in the future.

Avoiding Protracted Downturns

We also avoid strategies that take the opposite approach, those that overemphasize short-term fluctuations in an attempt to mitigate "risk". In our view, the real risk to the investor is what our predecessors have termed "permanent loss of capital." Protracted market downturns, not short-term volatility, are the real enemies of a investment portfolio, producing drawdowns that can reduce the ability to meet long-term goals.

Investment Philosophy

Quartz Partners incorporates two foundational concepts into our Quartz Strategies: (1) portfolios can add value by paying attention to economic and market cycles, and (2) many investors need to protect principal during bear markets to reach their long-term goals.

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INVESTMENT APPROACH: THE PRICE MATRIX

Research-Driven Portfolio Construction

Quartz Partners' PRICE Matrix is our framework for analyzing the economic and market landscape. We use research amongst each of the five pillars (Policy, Risk, Inflation & Interest Rates, Credit, Earnings & Economy) to formulate our macro outlook and guide the portfolio construction process.

RISK

INFLATION & INTEREST RATES

CREDIT

EARNINGS & ECONOMY

POLICY

MONETARY & FISCAL POLICY

Federal Reserve policy
Global central bank policy
Major changes to tax policy
Effect of policy on foreign exchange rates

EXPANDED PRODUCT OFFERINGS

Asteria Portfolio Strategies

Quartz Partners now offers Asteria Strategies, a product suite that expands our offerings to include "bottom-up" portfolios driven by innovative stock selection techniques.

Asteria Strategies employ a concept we refer to as “Economic Margin” to identify value-creating firms through identifying and understanding the key drivers of corporate performance and market valuations. Economic Margin measures the true return a company earns relative to its actual cost of capital.

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