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Our mission: better returns with lower risk through evidence-based investing

Fortuna Investors is a boutique asset manager providing strategies designed to substantially outperform mainstream investment techniques. We practice systematic tactical asset allocation, a field where academic research and empirical testing are used to design portfolios that offer the highest possible returns per unit of risk.

What does this mean? Simply put, our portfolios have a better chance of providing strong returns with less downside through any financial environment. This means more confidence in the future, and a higher likelihood of achieving your return objectives, whether your time frame is three years or thirty. Learn more about our all-weather strategies below.

March 13, 2020: Interim update posted, including GEA strategy review. 

Our strategy offerings

Composite tactical strategies
GTAA + Equity Momentum: The Global Enhanced Alpha Portfolios

GTAA: Classic global tactical asset allocation portfolios

Fortuna's guiding principles

A quantitative discipline rooted in rigorous testing and data

Every decision in our investment process is generated by a set of rules. These are not mere guidelines, but exact instructions for when to take positions, the size of those positions, and when to sell. Trading by rules alone, without any influence from our personalities and moods, eliminates noise and confusion from the investment process and ensures that each decision is the statistically optimal one.

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