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We offer a diverse range of investment strategies, including fixed income, equity, and global multi-asset class solutions.
STRATEGIES
Our distinct product suite includes fixed income, equity, and multi-asset portfolios with exposure to domestic and international markets.
Process
Our quantitative framework aggregates and organizes information about expected risk and returns. Portfolios are then optimized to balance the trade-offs between expected risks and returns, diversification, costs, and other risk-management considerations.
Solutions
When it comes to investing your savings, Innealta provides its clients’ with portfolio solutions via Mutual Funds and Separately Managed Accounts.
Acclivity Investment Research
Designed by renowned finance academics and experienced investment practitioners, these multi-factor strategies aim to deliver excess returns by systematically targeting securities with higher expected returns while maintaining broad diversification and minimizing costs.
Dynamic Investment Solutions
The Innealta Capital Dynamic Investment Solutions seeks to provide investors with a well-diversified core exposure to equities and fixed income. The balance between these two major assets classes within the fund is dynamically adjusted as market conditions change, with the goal of participating in up markets and managing risk in down markets.
Meet Our Team
Our multidisciplinary team possesses several advanced degrees, including PhD, MBA, and MS from top academic institutions. In addition, our portfolio managers have an average of 14 years of industry experience.
Tu Lyu
Yunqing Li, FRM
Brandt Green, CFA
Javier Arriagada
Franco Fava
Dr. Sheridan Titman
Dr. Vito Sciaraffia
Francisco Simian
Alfred Zhang, FRM, CFA
Dr. Gonzalo Maturana
Nick Bowers
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