Informed
Momentum

Harnessing the power of momentum

Consistent
Outcomes

Leveraging one systematic process designed to deliver persistent risk exposures

Client
Partnership

Building long-term relationships with a dedication to client success

Our Philosophy:

We believe in investing in companies with both price and business momentum.

Momentum

Momentum is a significant source of alpha

  • The premium is significant, persistent and inherently adaptable.
  • Momentum can be a strong signal of improving company prospects.
Rationale

Behavioral inefficiencies create the opportunity

  • Investor under/overreaction to new information creates mispricing.
  • Innovation and/or reinvention power improving financial performance and continued outperformance.
Risk Management

Actively addressing risk retains alpha

  • Alpha can be fleeting as expectations shift, requiring disciplined and sustained action.
  • Intended and compensated exposures must be preserved.

Informed Momentum

Informed Momentum®

Our Edge

Focus

Momentum is all we do

Skill

We have honed our craft through decades of experience in momentum investing

GRIT

Absolute committment to a daily, objective investment process

The Tools

Essential components of our Informed Momentum process.

Systematic<br />
discovery process

Systematic
discovery process

Focused<br />
analysis

Focused
analysis

Timely<br />
decision-making

Timely
decision-making

Efficient<br />
implementations

Efficient
implementations

Contact Us

For more information regarding IMC’s strategies,
please contact Mark Osterkamp at (760) 417-8062 or at mosterkamp@informedmo.com.

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