This year Easan Katir celebrates 26 years of wealth management. He seeks absolute returns by employing a selection of non-correlated quantitative strategies to invest and trade opportunistically in US markets, including global ADRS and ETFs in separate managed accounts. The Advisor's strategies are unique in that when the strategies are employed together, they show little correlation with market indices. Strategies are comprised of, but not limited to, three themes.
1) Long term, time-tested trend following strategies: An evolution of a traditional trend analysis approach, pioneered by Nicholas Darvas, Richard Donchian, Ted Warren, and Ed Seykota, the systems are adaptive in nature, automatically adjusting to the current volatility and progressive strength of volume and trend. Here is an example.
2) Short term reversal strategies: counter-trend systems that are triggered by a rapid adjustment in a market where an opportunity arises to initiate a position against the adjustment.
3) Pattern recognition strategies: systems that will profit from short-term inefficiencies in the market. The systems pinpoint technical or event-driven settings that provide a basis for an optimal risk / reward ratio.
Each theme is distinct in its trading logic. The investment horizon varies from a day to years depending on the strategy and trend strength. This additional level of time diversification allows Katir to manage risk prudently.
The Advisor holds outright positions but the strategies may at times be direction neutral and not biased towards a long or a short view, though generally a long bias. The strategies are adaptive in nature and dynamically adjust with different market volatility, price and volume trends.
Some strategy signals are computer generated by proprietary in-house software. The signals generated by the strategies are implemented with limited discretion. Redundant systems and contingency plans are in place to ensure business continuity.
Portfolio risks are calculated by a proprietary model that sizes positions conservatively to keep market correlation and aggregate portfolio risks within predefined boundaries. Limiting each investment's risk is an integral component of each strategy employed by the Advisor. In concert with this policy, the Advisor primarily trades financial instruments with a high degree of liquidity.
Form ADV is available upon request.
web page Contact: easan.katir@gmail.com
Easan Katir (b. 1951) is a Registered Investment Advisor, and serves as a Budget & Finance Commissioner for the City of Davis, California.
He graduated from the University of Southern California financial
planning program in 1985, and earned a CFP designation the same year. From 1983 through 1985 he was a
Branch Office Manager with Private Ledger, and from 1985 through 1991 owner of Easan Katir & Co, a
boutique broker/dealer in California which capitalized and operated 21 limited partnerships, all of which
were profitable. From 1983 to 1994 Katir owned a majority interest in a chain of retail franchise stores, which merged with
a public company. From 1995 through 1998 he managed an emerging markets fund in London.
He has conducted extensive studies and analysis of the markets, has written for financial publications,
and has appeared on CNBC and Bloomberg television. This year Katir celebrates 29 years of marriage, has two grown
children, and is active in community charitable work.