Schulz Financial Investment Strategy

Rodney Schulz’s investing strategy integrates the following four elements:

 

 The Efficient Market Hypothesis

Free and open markets incorporate all information quickly and security prices follow a random walk model.

 

•  The Three Factor Model

Three factors explain approximately 90% of a portfolio’s performance.

 

•  Risk

 Measure and quantitatively design for the client’s personal risk tolerance and time horizon.

 

•  Portfolio Design

 Applying science to the components of a portfolio to maximize return per unit of risk.

 

The final key is to apply each of the above to security markets around the world with a scientific balance of how much capital goes to each market.