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ABARIS Investment Management
ABARIS is an independent asset management firm that manages portfolios for financial advisors, family offices, institutional investors and high net worth...
ABARIS Investment Management
ABARIS is an independent asset management firm that manages portfolios for financial advisors, family offices, institutional investors and high net worth clients. It uses an Artificial Neural Net system to analyze fundamental, technical, economic and market factors and take long and short positions. The firm is majority owned and controlled by management and serves as a fiduciary. It offers algorithmic portfolio management investing in equities and ETFs across major world asset classes.
General information
Firm type
Asset Manager
Year founded
2005
Frequently asked questions
What investment approach does ABARIS Investment Management use?
ABARIS deploys a proprietary artificial neural network for portfolio management. The system builds on Modern Portfolio Theory and the Efficient Frontier, integrating behavioral finance principles. The firm states this algorithmic approach targets superior generation of Alpha, Beta, Sharpe, and R-Square.
Is ABARIS Investment Management an active or passive manager?
The firm's model is a form of active quantitative management. Its neural network algorithmically selects and weights portfolio holdings based on its behavioral finance overlay, rather than tracking a passive benchmark. The specific frequency or nature of trading activity is not disclosed.
Who founded ABARIS Investment Management?
The identity of ABARIS's founders and current principals is not publicly available. The firm's website, which dates back to its 2005 founding, does not list any executive team members. No external primary sources have provided this information.
What is the current operational status of ABARIS Investment Management?
The firm's public disclosures are limited to a website with a copyright notice ending in 2017. No verifiable information on current assets under management, active strategies, team size, or recent operational events is available. Its active status cannot be confirmed from public records.
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