Internet Advantage Strategy

Predicting Revenue Trends using a Company’s Internet Footprint
ZEGA – in conjunction with Alpha-DNA, a data mining firm – monitors the digital footprints of 2,200 publicly-traded companies. After four years of study, we’ve found a high correlation between the changes in demand for a company’s products and changes in the trajectory of its digital signal. We use this demand projection to identify potential revenue trends that are expected to surprise the markets.

What is it?cropped-ZEGA-FINANCIAL-LOGO-SYMBOL.png

  • An equity strategy that takes a unique research approach
  • Tracks the Digital Footprints of 2,200 publically traded companies
  • After 5 yrs of study, we’ve found a high correlation between the changes in demand for a company’s products and changes in the trajectory of its digital signal.
  • Sector Long Short: Equal Weighted Long Short Sector Portfolio
  • Long Outperforming Sectors
  • Short Underperforming Sectors

Potential Benefits:

An Innovative Equity Strategy

  • Can produce positive returns for the investor regardless of the direction of the market
  • Less risk and lower volatility than the equity markets
  • Low correlation to the Equity or Fixed Income markets results in increased portfolio diversification

Portfolio Fit: 

Equity & Sector Long / Short

  • Excellent for many risk averse clients
  • Allocation commensurate with client risk profile
  • Best deployed in IRAs or with clients that are not tax sensitive due to regular rebalancing

Risks:

Sector Long / Short is More About Risk Avoidance

  • The portfolio is equal weight long and short positions
  • Uses diversified large cap ETFs
  • Observed standard deviation of the strategy thru the end of December is only 6%

What is it?cropped-ZEGA-FINANCIAL-LOGO-SYMBOL.png

  • An equity strategy that takes a unique research approach
  • Tracks the Digital Footprints of 2,200 publically traded companies
  • After 5 yrs of study, we’ve found a high correlation between the changes in demand for a company’s products and changes in the trajectory of its digital signal.
  • Sector Market Neutral: Equal Weighted Long Short Sector Portfolio
  • Long Outperforming Sectors
  • Short Underperforming Sectors

Potential Benefits:

An Innovative Equity Strategy

  • Can produce positive returns for the investor regardless of the direction of the market
  • Less risk and lower volatility than the equity markets
  • Low correlation to the Equity or Fixed Income markets results in increased portfolio diversification

Portfolio Fit: 

Equity Sector Market Neutral

  • Excellent for many risk averse clients
  • Allocation commensurate with client risk profile
  • Best deployed in IRAs or with clients that are not tax sensitive due to regular rebalancing

Risks:

Sector Market Neutral is More About Risk Avoidance

  • The portfolio is equal weight long and short positions
  • Uses diversified large cap ETFs
  • Observed standard deviation of the strategy thru the end of December is only 6%

IAS Best Equity Picks

 as of 3/31/2017 MTD QTD YTD 1 Year ITD
IAS Gross 2.2% 6.8% 6.8% 29.3% 10.8%
IAS Net* 2.1% 6.4% 6.4% 27.4% 9.1%
S&P 500 0.1% 6.1% 6.1% 17.2% 9.1%


IAS Equity Long / Short

 as of 3/31/2017 MTD QTD YTD 1 Year ITD
IAS Gross 2.0% 3.5% 3.5% 9.5% 5.9%
IAS Net* 1.9% 3.1% 3.1% 7.8% 4.3%
Benchmark** 1.2% 2.1% 2.1% -2.2% -0.4%
S&P 500 0.1% 6.1% 6.1% 17.2% 9.1%

IAS Sector Long / Short

 as of 3/31/2017 MTD QTD YTD 1 Year ITD
IAS Gross -0.6% -1.0% -1.0% -3.6% -1.6%
IAS Net* -0.7% -1.3% -1.3% -5.0% -3.1%
Benchmark** 1.2% 2.1% 2.1% -2.2% -1.7%
S&P 500 0.1% 6.1% 6.1% 17.2% 17.4%

IAS Sector Rotation

 as of 3/31/2017 MTD QTD YTD 1 Year ITD
IAS Gross 0.1% 6.0% 6.0% 15.4% 9.4%
IAS Net* -0.1% 5.6% 5.6% 13.7% 7.8%
S&P 500 0.1% 6.1% 6.1% 17.2% 10.0%
*Performance numbers displayed net of fees include a 1.50% fee; this fee is an estimate which reflects both ZEGA’s management fee and the fee charged by the advisor to the client.
**Benchmark for IAS Equity Long Short and IAS Sector Long Short is the Credit Suisse Equity Market Neutral Hedge Fund Index.

Tear Sheet

Presentation

White Paper

IAS Best Equity Picks

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IAS Equity Long / Short

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IAS Sector Long / Short

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IAS Sector Rotation

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CONTACT US

777 South Flagler Drive Suite 800 West Tower, West Palm Beach, FL 33401 Service@ZEGAFinancial.com

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  Disclosures  |  Copyright 2016 ZEGA Financial. All rights reserved.

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