Fact Sheet

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EPIC pursues four main investment strategies, Merger Arbitrage, Asset Allocation, Market Timing and Volatility.

Merger Arbitrage
EPIC's merger arbitrage strategy is to wait until mergers have been announced. From there, we assess the potential for the deal to occur and look for inefficiencies within the capital structure. When we feel the market has misjudged, we will take a positi ... [ more ]

EPIC pursues four main investment strategies, Merger Arbitrage, Asset Allocation, Market Timing and Volatility.

Merger Arbitrage
EPIC's merger arbitrage strategy is to wait until mergers have been announced. From there, we assess the potential for the deal to occur and look for inefficiencies within the capital structure. When we feel the market has misjudged, we will take a position with the hopes of profiting when the deal completes.

Asset Allocation
Based on our extensive research, we will identify companies that sell at a discount to their fair value. When this group of companies has been selected, the challenge revolves around crafting them into a diversified investment portfolio. At EPIC, we use a proprietary asset allocation model that runs every possible equity combination and then determines which portfolio mix offers the highest risk adjusted return. By doing so, we have the added comfort of knowing that every stock purchased passed our value test and that the portfolio mix will allow us to generate high returns while minimizing risks.

Market Timing
A popular investment adage is that one cannot time the market. We agree. However, it is easy to see how the market develops predictable trends that can lead to profitable trades. We have developed a timing model that attempts to identify those trades. When our model indicates the early formation of patterns, we will take positions with the intent of achieving large gains.

Volatility
When uncertainty increases, markets become more volatile. This increased volatility level is most apparent in the option market. Prior to corporate announcements, option buyers become more anxious and drive up the cost of options. At this time, we will look to craft a trading strategy that will allow us to capture the value of the volatility increase. Through careful modeling and tight risk management, we can develop trades with minimal risk and tremendous reward. [ close ]