Whistler Asset Management employs a tactical long term investment strategy. This approach utilizes quantitative strategies in conjunction with fundamental analysis. This unique approach allows for a long term view while still remaining cognizant of the powerful effects of market changing macroeconomic factors. Accounts are proactively adjusted to adapt to changing conditions, permitting the maximization of return during broad market advances while also offering the potential for positive return during prolonged market declines.
Risk management is of paramount importance. Risk, as measured by volatility, is updated, calculated, and monitored on a daily basis. Individual positions in the portfolio are adjusted according to risk resulting in balanced risk across all positions. Predetermined thresholds are calculated as a further measure of risk control. When these thresholds are crossed, positions are reduced or exited to decrease risk exposure.