Our process seeks to capitalize on anomalies
in behavioral finance that are supported by
academic and in-house research.
We employ proprietary research tools with the ability to evaluate every stock in the appropriate investment universe. The process is simple in nature, but robust in its capability. Our process has remained consistent across bull and bear markets for over 20 years. Discipline is not just a word, it’s absolute.
QUANTITATIVE
QUALITATIVE
CONSTRUCTION
Our process seeks to capitalize on anomalies in behavioral finance that are supported by academic and in-house research.
We employ proprietary research tools with the ability to evaluate every stock in the appropriate investment universe. The process is simple in nature, but robust in its capability. Our process has remained consistent across bull and bear markets for over 20 years. Discipline is not just a word, it’s absolute.
QUANTITATIVE
QUALITATIVE
CONSTRUCTION
FINAL PORTFOLIO
CONCENTRATED
RISK CONTROLS
SELL DISCIPLINE
FINAL PORTFOLIO
CONCENTRATED
RISK CONTROLS
SELL DISCIPLINE
WAKEFIELD ASSET MANAGEMENT
7887 East Belleview Avenue Suite 800
Englewood, CO 80111
(303) 771-0630