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
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 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 models

Analytic Investment Tactical Fixed Income
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- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Fixed Income
- Geography Global
- Style Yield
Performance
- -7.3%
  90 day
- 6.9%
  365 day
Avg. Sub.
- -7.9%
  90 day
Monthly vs S&P500

-13.1% 12 months

2
0.5% fee
Analytic Investment Earnings Growth
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- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
- Style Growth
Performance
- 8.9%
  90 day
- 28.9%
  365 day
Avg. Sub.
- -
  90 day
Monthly vs S&P500

1.2% 12 months

4
1.5% fee
Analytic Investment Focus Growth
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- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Growth
Performance
- 10.7%
  90 day
- 34.1%
  365 day
Avg. Sub.
- 10.1%
  90 day
Monthly vs S&P500

13.8% 12 months

4
2% fee
Analytic Investment Opportunistic Value
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- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
- Style Value
Performance
- 16.1%
  90 day
- 65.7%
  365 day
Avg. Sub.
- -
  90 day
Monthly vs S&P500

39.2% 12 months

4
2% fee
Analytic Investment Focus Value
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- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Small Cap
- Geography US
- Style Value
Performance
- 13.5%
  90 day
- 63.5%
  365 day
Avg. Sub.
- 11.6%
  90 day
Monthly vs S&P500

47.9% 12 months

4
2% fee
Analytic Investment Enterprise Value
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- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Value
Performance
- 12.4%
  90 day
- 40.9%
  365 day
Avg. Sub.
- -
  90 day
Monthly vs S&P500

15.3% 12 months

4
1.5% fee
Analytic Investment Equity Timing
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- Allocation Strategy Long-Short
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Market Timing
Performance
- 4.3%
  90 day
- 12.0%
  365 day
Avg. Sub.
- -
  90 day
Monthly vs S&P500

-11.8% 12 months

5
2% fee
Analytic Investment Dividend
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- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Yield
Performance
- 1.7%
  90 day
- 21.8%
  365 day
Avg. Sub.
- -
  90 day
Monthly vs S&P500

0.4% 12 months

3
1% fee

Model commentary

I expect stocks to push higher this summer

10 April 2013

After a pause in April, the market will head higher.
OfficeMax shares poised to grow following merger with Office Depot 20 February 2013
Constellation Brands: How we played its wild trading swing 20 February 2013
We dumped Apple before the sell-off and are now buying it again 15 February 2013
How we outperformed the indexes in 2012 13 January 2013

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.

Analytic Investment

Investment Adviser

Investment models