About Us

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.

The firm was founded with the intent of applying risk management techniques acquired through years of experience in managing institutional products to the development of new investment strategies capitalizing on the availability and viability of emerging investment vehicles.

Our work here has been centered on the notion that the bulk of investment performance is attributable most consistently to proper sector selection. This is analogous to the conclusion offered by Brinson, Hood and Beebower and further by Vardharaj and Fabozzi, that proper asset class selection is responsible for the greater part of overall investment results. Moreover, the use of broadly diversified capitalization weighted market segments leads to a superior risk/return profile.

Our firm has developed and uses proprietary technologies and quantitative techniques in generating returns for our clients.

The sector relative strength forecasts drive two basic investment approaches: long only and long-short. The long only strategies focus on maximizing returns through holding the leading sectors and avoiding the underperforming sectors within the index, while the long-short strategies hold both long and short positions to generate consistent returns with low volatility and low correlation to the benchmark index.

All strategies offered by The Rockledge Group Advisory Service are implemented exclusively through highly liquid sector ETFs, thus mitigating individual company risk. The strategies have low turnover, and do not use derivatives of any kind.

The Rockledge Group business model is based on forming enduring fee-based advisory partnerships with leading independent asset management firms worldwide. Our goal is to help these firms adapt our strategies to the particular competitive and regulatory conditions of their home market in order to use them to generate consistently superior returns for their clients.