Focused on achieving capital appreciation across market cycles
Strategy
Founded in 2017, Wallace Hart Capital Management is an alternative investment manager with expertise in equity investing, quantitative strategies and wealth management.
We believe that Wallace Hart has an ‘edge,’ namely an investment approach that systematically analyzes market trends and company fundamentals through a quantitative lens. The investment approach coupled with our experienced team enables us to capture new opportunities with high conviction while maintaining the ability to apply tactical hedges to help preserve capital as markets or interest rates begin to shift.
Wallace Hart Momentum Strategy aims to achieve capital appreciation with minimal drawdowns by implementing a systematic strategy that tactically allocates to publicly traded companies.
The strategy utilizes eight quantitative models that work together to narrow the opportunity set of investable mid- and large-cap companies listed on major U.S. exchanges.
