ADVISOR PROFILE

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Second Phase Capital LLC
Portfolio Manager

FHPM3017
Phone: 404-918-7219
Email: info@secondphasecap.com
Web: www.secondphasecap.com

Team

  • Eric Davidson – CMT
  • Daniel Robinson – CAIA, CMT
  • Andrew Saideman

MANAGEMENT STYLE

STRATEGY
  • Long/Short
CATALYST
  • Algorithm

INVESTMENT SOLUTIONS

SECOND PHASE US SYSTEMIC LONG/SHORT EQUITY – CLASS D

PROFILE

Second Phase Capital is based in Atlanta, USA and was founded in 2012. It specializes in quantitative equity analysis by filtering traditional equity market variables through unique proprietary models. Second Phase US Systematic Long/Short Equity is an investment product designed to provide investors with attractive risk-adjusted returns that are not highly correlated to the US equities markets during both bull and bear market cycles. The product uses market structured data sources and a quantitative approach to generate objective buy and sell signals for large cap US-listed equities. Second Phase US Systematic Long/Short Equity was created to offer accredited investors a transparent and systematic investment solution that fits readily into their larger portfolio objectives.

INVESTMENT PHILOSOPHY

A systematic approach to harvesting behavioural momentum factors.
Second Phase US Systematic Long/Short Equity combines years of research and testing by its investment team with an innovative algorithmic engine to construct and manage portfolios. Client portfolios are continuously monitored and periodically rebalanced to maximize returns whilst placing a heavy emphasis on controlling risk. The team constantly seeks meaningful ways to improve its investment methodology and believes the structured process employed results in an attractive long-term performance profile.