Investment Philosophy

Our approach combines rigorous quantitative analysis with disciplined execution, removing emotion from investment decisions and focusing on systematic, rules-based strategies.

A Quantitative Foundation

At Abacus Wealth Group, we believe that markets are complex adaptive systems that can be understood through rigorous analysis and systematic observation. While markets are not perfectly efficient, they are competitive enough that consistent outperformance requires a disciplined, data-driven approach.

Our investment philosophy is built on decades of academic research in quantitative finance, from the foundational work on factor investing to modern advances in statistical learning. We translate these insights into practical strategies designed for real-world implementation.

15+
Years of Backtested Data
100%
Rules-Based Execution
24/7
Risk Monitoring
3
Core Strategies

Core Principles

The foundational beliefs that guide every investment decision we make.

1

Quantitative Foundation

Every investment decision is backed by data. We analyze market signals, factor exposures, and statistical patterns to identify opportunities that are invisible to traditional fundamental analysis. Our models are built on robust statistical frameworks with clear theoretical underpinnings.

2

Rules-Based Execution

Systematic processes remove human bias from trading. Our algorithms execute with precision, maintaining discipline through all market conditions. This eliminates the emotional decision-making that often leads to buying high and selling low.

3

Risk-First Approach

Capital preservation precedes capital appreciation. We continuously monitor and manage risk exposures, protecting against tail events and limiting drawdowns. Every strategy includes built-in risk controls and position sizing rules.

4

Long-Term Perspective

We design strategies for sustainable performance over market cycles, not short-term gains. Our backtests span multiple economic regimes to ensure robustness. We avoid over-optimization and maintain realistic expectations about returns.

Our Investment Process

Our systematic approach follows a rigorous process from research to execution. Each step is designed to maintain discipline and ensure that our strategies remain grounded in sound investment principles.

We begin with academic research and factor analysis, identifying persistent sources of returns that have been documented across markets and time periods. We then translate these insights into implementable strategies, carefully considering transaction costs, liquidity constraints, and practical execution challenges.

Once deployed, our strategies are monitored continuously for performance and risk. We maintain strict rebalancing rules and avoid discretionary overrides that could introduce bias into the process.

1

Research & Discovery

Analyze academic literature and market data to identify persistent return factors.

2

Strategy Development

Design rules-based strategies with robust backtesting across multiple regimes.

3

Risk Management

Implement position limits, volatility targeting, and drawdown controls.

4

Systematic Execution

Deploy algorithms for disciplined, emotion-free trading and rebalancing.

What Sets Us Apart

How our approach differs from traditional asset management.

No Discretionary Override

Unlike many quant shops, we don't allow portfolio managers to override our systematic signals. The rules are the rules, ensuring consistency and accountability.

Transparent Methodology

We clearly explain how our strategies work and what drives their returns. No black boxes or proprietary magic we can't articulate.

Aligned Incentives

We invest our own capital alongside our clients. Our success is directly tied to the performance of our strategies.

Academic Rigor

Our strategies are grounded in peer-reviewed research, not marketing narratives. We only deploy factors with strong theoretical and empirical support.

Cost Conscious

We minimize trading costs and tax drag through efficient execution and intelligent rebalancing. Every basis point matters over the long term.

Continuous Research

Markets evolve, and so do we. We continuously research new factors and refine our models while maintaining core investment principles.

Ready to Learn More?

Explore our research or see our strategies in action.