At Radius Capital Management, we have two goals:

• To achieve strong investment returns
• To prudently manage overall portfolio risk

We strive to achieve these goals through a combination of the following three key investment methodologies:

1. Portfolio Diversification: Radius portfolios invest solely in broad-based no-load mutual funds and Exchange Traded Funds (ETFs) – no individual stocks or sector-focused funds.
2. Focus on Managing Risk: The Radius investment strategy constructs and updates portfolios that have the highest projected returns after adjusting for risk. Radius’ proprietary investment management tools are based on the Modern Portfolio Theory work of 1990 Nobel Prize winning economists William Sharpe and Harry Markowitz.
3. Dynamic Portfolio Allocation: The Radius investment strategy seeks to identify – and concentrate portfolio holdings in – the fund categories with the highest projected risk-adjusted returns. As market conditions change, investment portfolios are updated to take full advantage of these changes – both in terms of reducing risk and maximizing returns.

View strategy summary and results

View strategy PowerPoint presentation