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Education
University of Southern California; NTHU, Taiwan

Qualifications
MS Computer Engineering, BSEE/BSPME

Job Title
Investment Advisor

Founded
2007

Company Name
Analytic Investment

  • Address
  • 19925 Stevens Creek Blvd.
  • Suite 100
  • Cupertino
  • California
  • 95014

Analytic Investment

Analytic Investment Management LLC is a registered investment adviser based in Silicon Valley, California. We actively manage value, growth and income-related investments.

Hengfu Hsu is the firm's founder and CEO. He has more than 15 years of investment experience and more than 20 years of software development expertise. Hengfu has built a set of proprietary computer algorithms to help him systematically manage Analytic’s fundamental investment strategies.

Our company’s approach seeks to eliminate emotion and bias from the investing process and to make decisions based on a disciplined process.

Investment portfolio

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.

Strategy
Stocks
Sharpe ratio
2.01 365 days
Performance
22.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $120,000 min

Portfolio commentary

  1. Profile Picture Gloomy consumers threaten US growth July 31, 2015

    Consumer spending is at risk as sentiment hits a 10-month low.

  2. Profile Picture Why bank stocks are back in favor June 02, 2015
  3. Profile Picture How to profit from the merger mania April 16, 2015
  4. Profile Picture What you missed: Twitter, RadioShack, jobs, and volatility February 09, 2015
  5. Profile Picture What PetSmart’s buyout means for investors December 17, 2014
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Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.