Our Investment

A Process for an Alternative
Source of Returns

Elevatus believes no one firm has a monopoly on all the best investment talent. That’s why we strive to find differentiated analysts based on their investment acumen, specialization, performance history, and operational integrity. Using a time-tested selection process, we seek out the counsel of these experts to enhance our bottom-up approach to recommending investments. We couple that with our own strong research capabilities and sophisticated technical charting.

What makes
Elevatus different?


To bridge the gap between long-term market assumptions and current conditions, our team employs a tactical Trend Trading approach as an overlay to our strategic asset allocations. This philosophy is based on the premise that market prices, rather than just fundamental analysis, are the key aggregation of information needed to make shorter-term investment decisions.


Trend Trading is a quantitative approach that uses a charting-based analysis that removes emotion from our buy/sell disciplines. This system is designed to aid our consistent, proactive investment discipline. It helps us manage our return objectives of limiting downside risk in the short-term and increasing our upside potential over time.

Strategic Asset

Our strategic asset allocation serves as a framework for market exposure over the long term. Based on prevailing market conditions, we deploy capital to major asset classes, including equities, fixed income and alternative assets (where appropriate). Within those asset classes, the team selects what we believe to be the optimal combination of a wide array of vehicles and financial instruments offered on our robust global platform.

Each investment is continuously monitored
for performance and overall portfolio fit

in an effort to enhance returns over multiple market cycles. By combining long-term strategic views with short-term tactical positions as described above, our portfolios seek to achieve asymmetric return patterns, reducing volatility and compounding endowment principal exponentially over time.