Quantitative asset manager Trowbridge Capital Partners (TCP) has made its strategies available through the Adhesion Wealth Advisor Solutions’ (Adhesion) managed accounts platform.
The Trowbridge Dynamic Alpha and Dynamic Low Volatility Investment Solutions have been added to the Adhesion Model eXchange (AMX).
“Trowbridge’s Dynamic Alpha and Dynamic Low Volatility is a great addition to our AMX lineup, further expanding the options available to advisors utilising our personalised UMA platform,” says Barrett Ayers, President of Adhesion. “The unique process and quantitative risk management will be a great asset for our advisors as they work to help their clients reach their financial goals.
“The Adhesion Model eXchange has largely been an advisor-driven marketplace of leading investment managers and strategists.”
“Like Adhesion, we’re focused on helping advisors build efficient, scalable practices and achieve better outcomes for their clients,” says Brett Golden, president Trowbridge Capital Partners. “We created our strategies in 2014 to help advisors deliver a low-cost alpha generation that brings value to their clients.”
Trowbridge’s concentrated US equity strategies are designed to mitigate downside volatility without sacrificing upside potential over a full market cycle. Trowbridge believes alpha is generated by risk management and seeks to achieve this objective by: reducing portfolio correlation to the S&P 500; managing risk by avoiding crowded trades on both the security and broad market level through mean reversion models; and implementing a quantitative proprietary process for entering and exiting positions.
