Our unique investment strategy stands apart from the mainstream investment community. We focus on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time. These inefficiencies are based on the philosophy that most investors make predictable mistakes in assessing the future value of companies.
Wakefield uses a highly disciplined and technologically advanced process for research, security selection, implementation, and monitoring.
The resulting portfolios exhibit a unique combination of characteristics with positive near-term expectations that, in our view, will be rewarded by the market in the period ahead regardless of market direction.
In our management and research, our goals are:
- Intellectual Honesty
- Continuous Improvement