Systematic US Equity

Data as of TBD

Portfolio Managers

Dr. Leila Heckman, PhD

Senior Portfolio Manager

30+ Years of Experience

Dr. Vijay Chopra, PhD

Senior Portfolio Manager

30+ Years of Experience

What Set's Us Apart

  • Investment approach combines top-down and bottom-up components
  • Disciplined quantitative investment process employs multi-factor approaches to both industry sector allocation and stock selection
  • Optimization of bottom-up components to help manage risk and maximize alpha
  • Investment process built using Institutional research
  • Seasoned Investment team holds Ph.D.’s in Finance, Economics and Applied Mathematics and has experience over multiple market cycles

Investment Process

Bottom Up Process

Focuses on company valuations, cash flows, earnings quality, management policy, and momentum

Portfolio Construction

Limits systematic market risks, such as excessive exposures to particular sectors and market capitalization segments

Portfolio Monitering

Aims to maximize alpha and adheres to a strict sell discipline

Performance

Portfolio Characteristics

Top 10 Holdings

Sector Allocation

Documents

 

Disclosures

Systematic US Equity SMA

The Systematic US strategy invests in large and mid-cap stocks in the United States. The investment process starts with a disciplined top-down multi-factor sector allocation process. It then invests in stocks based on a quantitative multi-factor bottom-up stock selection process

Creation Date: The SMA’s inception date was December 24, 2019.

Benchmark: S&P 500.

Minimum Account size: $50,000.

Significant Cash Flow Policy: Accounts are not excluded due to significant cash flows.

Past performance is not indicative of future results.

Disclosures: The firm is defined as DCM Advisors Institutional (“DCM”), the institutional investment management business of DCM Advisors, LLC. DCM  Advisors, LLC is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. A list of SMA descriptions is available on request. The U.S. Dollar is the currency used to express performance. Returns are presented gross of  management fees and include the reinvestment of all income. Gross-of-Fee returns are reduced by trading expenses and taxes withheld on non-U.S. dividend  payments. Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request.

About Us: DCM is a wholly-owned subsidiary of Dinosaur Group Holdings, LLC and is an SEC registered investment  advisor under the Investment Advisers Act of 1940 (“Advisers Act”). DCM and its affiliates manages 1 billion in assets.  Registration does not imply a certain level of skill or training. Under the Advisers Act, Rule 204-3 requires DCM  to provide clients with specific information about the advisory firm. DCM offers its Form ADV, Part 2 to serve this  important purpose. Investors can acquire information on the registration status of DCM and request a copy of DCM’s  Form ADV, Part 2 by calling DCM directly at (917) 386-6260 or by visiting the SEC’s website at www.adviserinfo.sec.gov.