Depth of experience – spanning decades of market ups and downs.
Roda Asset Management, LLC (RAM) is a specialized investment advisory firm providing discretionary portfolio management services to high net worth individuals, institutions, and family offices. RAM also provides a wide range of investment consulting services to institutional clients including: global capital market strategy, asset allocation modeling, quantitative manager screening and selection, portfolio performance and risk attribution analysis.
Roda Asset Management employs a unique and highly proprietary asset allocation approach that has been developed and refined over the last twenty years by its founder, David Roda. This “Hybrid Portfolio Management” discipline integrates fundamental and quantitative analysis methods, and it incorporates traditional as well as alternative strategies on a globally diversified basis. Portfolio construction is based on a two tiered, dynamic asset allocation process that incorporates intermediate-term economic trends as well as short-term valuation and momentum indicators. Our award winning investment discipline has been successfully implemented at leading financial institutions. Now RAM is bringing its expertise directly to high net worth and institutional investors.
Passionate…but rooted in the science of investing
It is our goal to be an industry leader - providing top quality, comprehensive portfolio solutions customized to the unique needs of our clients. We work diligently to remain on the cutting edge of the science of investing, applying our expertise toward delivering superior long-term investment results. Although our portfolio construction process was designed to cope with the complex investment parameters of large institutional portfolios, our strategies are ideally suited for individual investors as well. Our private client portfolios are comprised entirely of liquid investments that trade on the major securities and options exchanges. We do not rely on leverage to enhance returns. We seek to participate in upward trending markets, while focusing intensively on reducing down-market risk compared to stock and bond portfolios that are weighted against traditional benchmarks.
Investment models that reflect real-world dynamism.
We understand the nature of the capital markets as well as their fundamental, technical and behavioral drivers. We have designed, tested, executed, and refined our proprietary investment process over many years – and we will continue to do so. Our dynamic asset allocation process integrates multiple disciplines, including fundamental forecast models, quantitative portfolio construction and analysis methods, and simulation based risk measurement and attribution techniques. Our security selection process is equally robust.
In short, we are a highly experienced team of professionals using all of the theory, news, data, and technology available to us in order to construct portfolios that are optimally designed to exceed our clients’ long term investment goals. We are highly confident that our unique investment approach and efficient business model will ensure our ability to deliver excellent performance and service in good and bad markets.
