Call 1.866.825.3005 for more information
- Education University of Southern California; NTHU, Taiwan
- Qualifications MS Computer Engineering, BSEE/BSPME
- Job Title Investment Advisor
- Investment Experience 6 years
- Founded 2007
- Company Name Analytic Investment
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Website
http://aimanagellc.com -
Twitter
http://www.twitter.com/A… -
Blog
http://www.aimanagellc.c… - 20660 Stevens Creek Blvd.
- #262
- Cupertino
- California
- 95014
- Disclosures and information about …
Analytic Investment
Investment Adviser
Analytic Investment Management LLC is a registered investment advisor under the Investment Advisors' Act of 1940. Hengfu Hsu is the Firm's founder and owner.
Located in the heart of Silicon Valley, California, Analytic Investment Management LLC is committed to create portfolios that meet our clients' investment needs.
Investment process
Use proprietary computer algorithms to manage portfolios using bottom-up fundamental analysis of all stocks traded in US exchanges.
Investment models
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Analytic Investment Tactical Fixed Income
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Fixed Income
- Geography Global
- Style Yield
Performance-
1.1%90 day
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19.1%365 day
Avg. Sub.-
0.6%90 day
Monthly vs S&P5001.4% 12 months
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Analytic Investment Earnings Growth
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
- Style Growth
Performance-
12.2%90 day
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24.9%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-1.1% 12 months
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Analytic Investment Focus Growth
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Growth
Performance-
16.0%90 day
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35.1%365 day
Avg. Sub.-
15.2%90 day
Monthly vs S&P5004.6% 12 months
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Analytic Investment Opportunistic Value
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
- Style Value
Performance-
19.7%90 day
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59.1%365 day
Avg. Sub.-
-90 day
Monthly vs S&P50025.2% 12 months
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Analytic Investment Focus Value
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
- Style Value
Performance-
19.8%90 day
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67.3%365 day
Avg. Sub.-
17.2%90 day
Monthly vs S&P50047.4% 12 months
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Analytic Investment Enterprise Value
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Value
Performance-
15.2%90 day
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37.3%365 day
Avg. Sub.-
-90 day
Monthly vs S&P5007.8% 12 months
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Analytic Investment Equity Timing
See full details- Allocation Strategy Long-Short
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Market Timing
Performance-
7.9%90 day
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15.7%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-12.3% 12 months
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Analytic Investment Dividend
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Yield
Performance-
9.0%90 day
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27.4%365 day
Avg. Sub.-
-90 day
Monthly vs S&P5006.0% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
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 subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
I expect stocks to push higher this summer
10 April 2013
After a pause in April, the market will head higher.
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