Keller Partners LLC  

Directional Analysis
of Financial Markets

 



Managing Beta to Improve Alpha

Keller Partners LLC is West Coast-based research firm that develops and maintains quantitative models of financial markets on a daily basis. Our models are designed to help professional investors manage their tactical market exposure, recognizing that the elephant in our professional tent is that investment portfolio returns tend to be all about the performance of the financial markets and much less about the skill of the investment manager

Even an imperfect attempt at analyzing and managing these market trend influences exerts a significant positive influence on the long term performance of equity-based portfolios. Our experience has shown that such performance enhancement is very possible, and that it comes primarily from the avoidance of large drawdowns, an attribute which also helps greatly with client retention.

Our "risk on / risk off" model has been operating in real time for over six years and has proven quite robust.

Please visit our menu tab The Model for a variety of charts and other exhibits illustrating our rules-based processes.

The most recent Fact Sheet for the KP Market Trend Model is available here.

 

 
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