We are the portfolio manager of AdvisorShares Rockledge SectorSAM ETF Fund (NYSE: SSAM). For more information please visit http://ssam.advisorshares.com.
The Rockledge Group is an investment management firm specializing in sector investing using “Sector Scoring and Allocation Methodology”. SectorSAM is a robust proprietary quantitative sector selection and rotation quantitative analysis. We have a demonstrated ability to obtain superior risk-adjusted returns by successfully forecasting the relative strength of sectors within the S&P 500 index.
Over two decades ago the founding partners pioneered an investment approach based on the philosophy that the bulk of individual stock performance comes from the sector that the stock is in. We believe that sector investing provides better risk adjusted returns than investing in individual stocks. Based on this philosophy and using fundamental data, a quantitative analysis to score and rank sectors was developed and successfully tested with substantitative results. Consequently this strategy was used to manage several billions of pension assets for a large insurance company.
In 2004 The Rockledge Group was founded and this proven strategy was given a name “L2”. L2 successfully forecasts undervalued sectors and over the last seven years and it has significantly outperformed its benchmark S&P 500. Click here for more information and monthly performance details.
In 2008 a Long/Short version of this investment philosophy was developed and launched. This strategy, called SectorAlpha, is designed to provide stable monthly returns in any market environment over a market cycle. Click here for more information and monthly performance details.
In January 2012 Rockledge developed an enhanced Long/Short strategy called Absolute SectorAlpha, for separately managed accounts. Based on Absolute SectorAlpha, Rockledge created “SectorSAM” for a publicly traded investment vehicle. SectorSAM was launched in partnership with AdvisorShares as an actively managed Exchange Traded Fund. Rockledge is the portfolio manager of the AdvisorShares Rockledge SectorSAM ETF Fund (NYSE: SSAM). For more information please visit http://ssam.advisorshares.com.
Rockledge manages assets for high net worth individuals and institutions in the US and Europe.