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Manager
 Case STudy

Optimizing Investment Strategy

How Heard Capital improved position sizing and trading acumen with SEI Novus

Heard Capital is a Chicago-based investment firm focused on public equities in the technology, media, telecommunication, financial, and industrial sectors.

Joe Lee
Partner, Head of Risk Management and Trading
 of 
Heard Capital

“At Heard Capital we take a rigorous and systematic approach to analyzing and understanding our decisions across all aspects of the investment process, including security selection, exposure management, position sizing, and position exit. Novus sits at the core of these processes at Heard Capital. We are regularly optimizing our strategy using the Novus Platform, and with Novus as our long-term partners, we’ve been able to identify sustainable drivers of alpha and create frameworks for the future.”

Partner, Head of Risk Management and Trading
 of 
Heard Capital
Partner, Head of Risk Management and Trading
 of 
Heard Capital

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