From Passive Exposure to Active Precision
A MESSAGE FROM FOUNDER JOHN HANNA:
When I first started out in finance in the mutual fund space, one statistic stuck with me: the vast majority of actively managed funds fail to outperform the S&P 500. It made me wonder- if that’s the case, why invest in anything other than an S&P 500 ETF?
But that question sparked something deeper. I began to ask:
What if the S&P 500 wasn’t the ceiling but the floor? Further, what if I could use the S&P not just as a benchmark, but as raw material for something better?
Thus began the journey that took me from idea, to development, to the launch of a more efficient method for attacking the index and its sectors.
BUILT ON THE S&P 500. BUT SMARTER.
Rather than buying the entire index blindly, my proprietary models use a disciplined, algorithmic approach to identify only the most undervalued and opportunistic names within the S&P 500 and other sectors. The result?
- Exposure to the same high-quality universe of stocks
- Less risk and volatility than the full index
- Improved performance over traditional buy-and-hold strategies
Simply put, we ask and answer: Why buy all 500 stocks when a smart, concentrated slice can do better, more efficiently?
A MODERN ALTERNATIVE TO SPY, XLK, AND OTHER SECTOR ETFs
SPDR funds and other sector ETFs are great, if you’re okay owning everything, good or bad. My strategy offers a smarter alternative:
- Concentrated exposure to the best ideas in each sector
- Active risk management that locks in gains, cuts losses, and takes action when extended downturns are detected
- Algorithmic with discretionary oversight
SAME FAMILIAR FOUNDATION. BETTER OUTCOMES.
This isn’t about reinventing the wheel, it’s about refining the time-tested investment strategy of buying the S&P 500.
I didn’t build a system to fight the S&P 500 but to use it as a base to create something that works harder and better.
We believe trust begins with transparency.
That’s why we give allocators, advisors, and prospective partners full visibility into our strategies before they commit. Whether you're exploring SMA management, LP participation in our Arcadia Fund, or want to subscribe to receive our daily trade and research files, we offer clear access to our:
- Daily trade activity
- Current portfolio positions
- Strategy allocations and sector exposures
Our goal is simple: help you see exactly what we’re doing- and why- before you invest.
Due diligence made easy.
👉 [Click here] to request sample files like the one seen below, schedule a walkthrough, or start your trial subscription.
Our Approach
Our model fuses the old with the new by combining traditional value investing techniques with a proprietary, automated trading model that removes guesswork and emotion from the investment process. Using this efficient and opportunity-focused strategy, we lock in gains, mitigate losses, and preserve capital more readily than traditional indexed fund products. We believe that this approach drives repeatable success.
Along with better returns, capital preservation is central to our investment philosophy. We only invest in S&P 500 stocks. In order to move to and stay in cash during sustained periods of market uncertainty, we use an automated “cooling off period” and scan for “value idleness.” Our value bias also serves to better protect in downswings as undervalued stocks can be less sensitive to volatility shocks.
