Asset Management

Newport Beach Investment Management

We manage client portfolios and provide research services that range from mass-market to customized institutional research services.

Our expertise includes macroeconomic analysis, equity derivatives, commodities, geopolitics, and fundamental risk factors for quantitative strategies.

By applying unique research and economic trends to bottom-up company research, we capitalize on best and worst-in-breed investments. Depending on market conditions, this is accomplished directly in the open market or via derivatives such as futures and options contracts.

For more information please see our active investments.