Ferrell Capital Management LLC Information

Putting Risk First Since 1988. Global Tactical Risk Allocation - a new investment management paradigm for ETF only strategies Ferrell Capital Management LLC is one of the leading experts on financial market risk management. Since 1988, the firm has developed many of the currently recognized risk allocation and budgeting methodologies and advised many blue-chip institutions on their practical application to portfolio management. Ferrell Capital began as an advisory firm to broaden the scope of capital market risk tools and provide creative solutions for financial institutions and institutional investors. We have developed a system that measures, manages and allocates risk of traditional benchmarks to protect investors from components that may become unacceptably risky and outperform using the firm’s proprietary marginal Sharpe risk allocation Methodology. Our investment strategies, using these tools, may now employ daily tactical risk allocation for capital because of the growing number of exchange traded products and advancements in technology and trading. CONCERT™ Equity Strategies is a proprietary, rules-based, technologically advanced risk management approach that eliminates market forecasting and dependence on fixed income to reduce volatility. Our allocations are driven by quantitative models searching for the most attractive risk-adjusted markets. Cap-weighted benchmarks > Smart Beta > Global Tactical Risk Allocation