Portfolio Consulting Services

Portfolio Overlay

We specializes in global macro analyses and quantitative analysis that are geared towards enhanced portfolio strategies for proprietary and external accounts. To this we deploy specialist services in active and passive portfolio management. In active management, we combine insider trade data and quantitative analysis to provide risk adjusted portfolio overlay investment strategies for additional risk management or return enhancement.
 
Constantly striving to add value on an on-going basis, we continuously monitor and adjust our strategies at both a tactical and at a strategic level. On an advisory basis, our in-house expertise and network of specialized relationships are available to assist our clients with a complete solutions-driven mandate.
 

Investment Process Consulting

Our certainty is a result of our rigorous investment process. Investments are continually evaluated according to their quantitative, technical, and fundamental qualities.
 

Quantitative Analysis

Based on a purely proprietary evaluation process we consider potential investments according to a wide range of measurable criteria including relative valuation, growth performance, and price momentum.

Technical Analysis

Technical analysis produces an evaluation of longer term patterns, cycles and trends.

Fundamental Analysis

Barlow utilizes an extensive process to collect and standardize fundamental data, ensuring a high level of accuracy to deliver consistent, comparable data across securities, strategies, managers and time periods; all without reporting biases or data discrepancies.

External Mandates

To complement our own investment expertise we may also utilize partnerships with external managers for specific asset classes or strategies.

Portfolio Policies

To many of our peers, controlling risk refers to limiting their losses versus a benchmark. To us, controlling risk means ensuring that permanent capital losses remain a rare and unacceptable occurrence for our clients. As a result our portfolios are subject to a strict risk control framework that ensures diversification and quality guidelines are met in every client portfolio.

Disclaimer

InsidersLab.com focuses on tracking and monitoring insider trading activities in the US stocks market. "Insider Trading" means trading activities created by company directors, senior officers, individual substantial shareholders, and institutional shareholders. InsidersLab.com does not represent, warrant, nor endorse the accuracy, reliability, completeness or timeliness of any of the information, content, views, opinions, recommendations or advertisements (collectively, the "Materials") contained on, distributed through, or linked, downloaded or accessed from any of the services contained on the website (the "Service"), nor the quality of any products, information or other materials displayed, purchased, or obtained by you as a result of an advertisement or any other information or offer in or in connection with the Service (the "Products"). InsidersLab.com collects insider trading information from different public sources such as newspapers, financial information websites, and government statistics publications. You hereby acknowledge that any reliance upon any Materials shall be at your sole risk. In particular, none of the Materials is provided on the InsidersLab.com website or emails with a view to inviting, inducing or encouraging any person to make any kind of investment decision. Securities or other investments referred to in the Materials may not be suitable for you and you should not make any kind of investment decision in relation to them without first obtaining independent investment advice from a person authorized to give it.