The Empiric Fund seeks long-term capital appreciation. The advisor utilizes a backtested multi-factor stock ranking system to assess a stock's attractiveness. The advisor identifies stocks which they believe likely to produce "excess" returns, or "alpha" over the MSCI US Small Cap Index. Empiric has spent 15 years developing several computer models that employ this systematic process. We’ve found this approach to be particularly effective at capturing contradictory information, identifying shifts in investor preferences, and pinpointing undervalued areas of the market. 

Quantify Information

Investors are bombarded with information from a tremendous number of sources. It is extremely difficult to filter, categorize, analyze, correlate, and test information to make an informed, unemotional decision without utilizing a systematic time-tested approach to investing. We believe this approach greatly increases the chances of repeatability in investment returns.

Identify and Embrace Appropriate Level of Risk

Identifying and adjusting for the appropriate risk level is equally important. Individuals and professional investors often take on an inappropriate level of risk, or overlook it all together. It is easy to identify this mistake in hindsight, but far more difficult to apply the appropriate levels of risk on a regular basis. Empiric has developed several computer models that take into account numerous risk factors. Each risk factor has a given weight which is compared to the portfolio and the universe of stocks in the United States.