Investment Strategy
Our team, which has been ranked by Institutional Investor, is led by Jason Trennert and Nicholas Bohnsack and works to identify major investment themes that may have broad implications for the global financial markets. By working closely with Strategas’ Economics and Policy teams, the Firm’s strategists seek to provide accurate projections of corporate profits, valuation, profit margins, size and style trends and long-term targets of the major equity indexes. In addition, the team has done extensive work with the Firm’s clients in an effort to help improve their investment process with respect to asset allocation and group rotation.
Through the publication of its proprietary monthly Market Balance Sheet, the strategy team provides clients with a first principles framework for analyzing market and sector strength through the systematic classification of 16 key drivers as either an Asset or a Liability.
New York • Washington DC | 212.906.0130 | info@strategasrp.com