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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.
“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.”
Heard Capital
While Heard Capital had high confidence in their security analysis process, the firm wanted to establish a more reliable process to evaluate the effect of trading decisions and position sizing on P&L.
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Learn how SEI Novus can help you.
Our team of world-class client management analysts will introduce you to our product, tailoring the conversation to your specific needs and interests.