Opes Capital Inc Investment Philosophy

The Opes philosophy focuses on capitalizing on the characteristics of futures options that detract most investors. By understanding these traits instead of shunning them, we developed a program that uses these elements to the benefit of our investors. One aspect is inherent leverage; this allows us to deploy less equity and fewer contracts to achieve our target returns. Another is volatility; our program is designed to exploit pricing fluctuations in volatile periods. By employing rigorous systematic analysis, using a product's attributes advantageously, and managing risk above all else, we strive to achieve consistent returns for our clients. Our motto is maximize analysis, minimize trades.
Investment Process
Opes Capital Group's Investment process begins with a long term fundamental view of the capital markets and the economy and narrows to a one to three month focus predicated by analysis of historical, current, and expected market volatility and technicals in addition to recent global economic trends. This systematic approach to position selection is void of sentimental and performance pressures, and instead focuses on selecting positions that have the highest probability of profitability within our risk parameters. Once potential strikes have been identified, trades are further filtered by the portfolio manager in regards to risk, consistency with market outlook, and relation to other positions in the portfolio. Finally, trades are executed according to our risk management protocol. » Opes Capital Inc Investment Philosophy