PHILOSOPHY

We believe investors tend to react, positively or negatively, to market news.

These reactions can be moderate or extreme and short-term or long-term in duration. And this creates a series of investment opportunities over time. The use of technical indicators and Portfolio Managers’ oversight help us to identify these opportunities.

STRATEGIES

• Tactical International Developed Markets (Benchmark: MSCI AEFE-GD)
• Tactical Large Cap Innovator (Benchmark: NASDAQ-100)
• Tactical Large Cap (Benchmark: S&P 500)
• Tactical Small Cap (Benchmark: Russell 2000)

PROCESS

Our process is both quantitative and qualitative.

Texas Institutional has been developing and employing algorithms since its founding in 2004. They are generated from observing and analyzing investor sentiment and long-term market behavior that we believe contribute to positive long-term, sustainable returns.

The proprietary model at the core of our process is dynamic and adaptive. It seeks to minimize the flaws of “curve fitting,” and it strives to minimize the effects of erosion that is natural to a static proprietary model’s effectiveness.