Analytic Investment Profile Picture

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
    analytic investment - tactical fixed income
    -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
    analytic investment - earnings growth
    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
    analytic investment - focus growth
    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
    analytic investment - opportunistic value
    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
    analytic investment - focus value
    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
    analytic investment - enterprise value
    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
    analytic investment - equity timing
    -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
    analytic investment - dividend
    0.4% 12 months
    3
    1% fee
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.