What Equilla IS NOT
Computer based models and strategies for managing investments abound today. It is natural, when we encounter something unfamiliar we attempt to relate the "new" concept with something we already know and understand. It gives us a base for learning. While that can provide orientation the danger is that the characteristics of the "familiar" thing (both good and bad) may be unwittingly transferred to the "new" thing. I wanted to give you a list of things Equilla might be compared to. Equilla is really none of these things.
Momentum model
Factor based investment strategy
Traditional Growth model
Traditional Value model
Smart Beta/Strategic Beta
Modern Alpha
Modern Alpha (does not track an index – tracks alpha generating traits)
Any form of derivative
Risk Parity
Any type of hedging strategy
Any type of option or leverage strategy (Puts, Calls, Straddles, etc.)
Any type of short strategy
A portfolio optimization model
A diversification strategy
A naïve allocation strategy
An asset allocation model
A traditional re-balancing model
Any form of arbitrage (currency, risk, commodity, price, etc.)
Predictive analytics model
Equilla does one thing, Equilla accumulates assets