Symmetry Investment Services is a global investment management firm focused on delivering long-term investment solutions through a systematic and evidence-based approach. Founded in 2003, the firm emphasizes disciplined portfolio construction, low costs, and diversification as key drivers of investment success. Their strategies are built on academic research and empirical data, aiming to outperform traditional actively managed strategies over the long run.
A core principle of Symmetry’s philosophy is factor-based investing. This approach involves identifying and exploiting persistent sources of excess return, known as factors, that have been historically observed in financial markets. These factors typically include value (investing in undervalued companies), size (investing in smaller companies), profitability (investing in companies with high profitability), and momentum (investing in stocks with positive recent price trends). By systematically tilting portfolios towards these factors, Symmetry aims to capture these premiums while managing risk effectively.
Symmetry’s investment process is characterized by rigorous research and quantitative analysis. They employ a team of experienced researchers who continually analyze market data and academic literature to identify and validate potential factors and refine their investment models. The investment process is data-driven, minimizing subjective human judgment and relying instead on statistical analysis and robust testing. This systematic approach aims to remove emotional biases that can negatively impact investment decisions.
Diversification is a cornerstone of Symmetry’s portfolio construction strategy. They construct globally diversified portfolios across various asset classes, including equities, fixed income, and real estate. This diversification helps to reduce portfolio volatility and improve risk-adjusted returns. Within each asset class, portfolios are further diversified across a wide range of securities to minimize the impact of individual stock or bond performance.
Recognizing the importance of keeping investment costs low, Symmetry offers cost-effective investment solutions. They primarily use passive investment vehicles, such as index funds and exchange-traded funds (ETFs), to gain exposure to different asset classes and factors. Lower costs directly translate into higher returns for investors over the long term. This commitment to cost-efficiency is a key differentiator for Symmetry in the competitive investment management landscape.
Symmetry Investment Services primarily serves institutional investors, financial advisors, and high-net-worth individuals. They offer a range of investment solutions, including model portfolios, customized strategies, and sub-advisory services. They work closely with their clients to understand their individual needs and investment goals, and tailor their investment solutions accordingly. Through their commitment to systematic investing, factor-based strategies, and low costs, Symmetry strives to help clients achieve their long-term financial objectives.