STRATEGIES

MISSION:

FIZYX WAS FOUNDED TO PROVIDE EXTRAORDINARY INVESTMENT OPPORTUNITIES TO INDIVIDUALS AND FAMILIES.

 

OUR VISION IS TO HELP OUR PARTNERS ACHIEVE THEIR MAXIMUM FINANCIAL POTENTIAL THROUGH SUPERIOR INVESTMENT RETURNS

INVESTMENT PHILOSOPHY

At FIZYX, our investment philosophy is based on decades of research on market cycles, leading stocks, and risk controls.  We believe that the best investment opportunities exist when leading stocks begin multi-year, triple-digit uptrends.  We use rules-based fundamental and technical analysis processes to execute our strategy.  Everything we do is data-driven from our risk control processes to our alpha generation.  This results in a durable, repeatable competitive edge that offers a unique investment opportunity to individuals and families that historically have only been available to large institutions.

 

“Every Bull market in American History was led by many stocks that have triple digit price increases. The biggest winners have similar characteristics throughout each market cycle. Also, the investor psychology and economic cycles that drive the stock market essentially do not change. America was founded on an entrepreneurial ethos, and that spirit will not stop! Innovation and entrepreneurship is always present, especially during our toughest periods.  Innovative companies have led every market cycle in American history. It is that spirit of entrepreneurship that we strive to harness with our investment methodology. As these ideals are now being adopted around the world, our investment opportunity has, perhaps, never been better.”

- Joel Klein

OUR INVESTMENT PROCESS IS R.A.CE.

  • Risk Control

  • Alpha Generation

  • Competitive Edge

  • 3 Layers of Risk Control

    Systemic Risk:

    • Manifests in the direction of the market

    • Controls the most important probability in our method

    • Signals change in exposure levels in response to changes in systemic risk

    • Proprietary FIZYX Leading Stock Index helps identify market trend changes early

    Position Risk: 

    • Pre-defining the potential negative affect of a single position on the portfolio 

    • Limit the maximum loss per position

    Portfolio Risk

    • The potential negative affect of all positions in the portfolio

    • Pre-defining the allowable drawdown in the portfolio

    • Deep analysis of our portfolio advises how we are interpreting the current environment

    • Data-driven processes regulate our risk and keep our portfolio aligned with probabilities

  • How is it possible to consistently outperform?

    Market Direction:

    • Keep portfolio aligned with the trend of the market

    • Consistently be slightly ahead of the consensus at inflection points

    Stock Selection:

    • Discovering and buying leading stocks early

    • Concentrated portfolio magnifies the affect of winners

    • Fundamental and technical analysis processes based on 10,000 hours of original research on the best performing stocks in US history 

    Rules-Based Execution:

    • Buying, holding, and selling is rules-based

    • Stock is cheapest when its probability of rising is highes

  • Implement Portfolio Risk Control Processes To Regulate Exposure: 

    FIZYX Tradition of Original Research:

    • FIZYX Leading Stock Index

    • Omniscience database of leading stocks going back to 1900

    • BURST master algorithm to track market trend and levels of supply and demand

    • Live strategy testing in test accounts

    • Daily and periodical post-analysis of account performance

    Proven Fundamental and Technical Processes:  

    • Qualitative and Quantitative fundamental research on prospective portfolio stocks

    • Use of charts to determine supply and demand

    Focus: 

    • Equity Long-Only Strategy

    • Concentrated portfolio

    • WWN - What's Working Now

    • Emotional Intelligence

    • Control all inputs to our process

Need more details?
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