Torck Capital Management A Neo-Classic Investment Approach Launching Into Today's Market

There are many ideas clamoring for the attention of institutional investment managers these days. Passive investment options, smart beta products, increasing private investment, to name a few. Sometimes we see the industry as a whole gravitate towards an idea en masse, which causes crowding and dilutes alpha.

This piece explores the validity of applying a more classic approach to the current market. Here, we use Novus tools to dissect the track record of Torck Capital Management, a GARP-oriented manager. We study the strategy of this portfolio, and simultaneously demonstrate how to perform diligence on managers like Torck, who have a more traditional investment selection style.

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Deep dive into this portfolio

  • underlying strategy
  • Security Selection Skillset
  • Market Cap focus & Sector Rotation
  • Position sizing & rebalancing