Enhanced, diversified returns from distinct sources

At Applied Investment Strategies (AIS), we specialize in creating and managing quantitative investment strategies for our valued investors’ assets.

We manage long-short strategies that invest primarily in commodities, as well as currencies and fixed income, to capture uncorrelated returns and manage volatility.

Our roots come from a custom propriety long/short commodities index, originally established in 2009 to manage insurance assets.

Key benefits may include:

  • The potential for better than long-only commodity market returns
  • Improved portfolio diversification through multiple sources of alpha returns
  • Reduced risk
    • Investing long and short in commodities historically offers low/negative correlation to long-only commodities, long-only equities and long-only bonds
  • It is a commonly accepted investment thesis that commodities can historically provide effective inflation protection relative to most traditional assets

Investment Perspective

Investors continually face the challenge of generating returns in line with their investment objectives while mitigating the volatility from equities and fixed income that can lead to outsized drawdowns. A commodities-based strategy can provide the uncorrelated returns investors seek.

Investment Strategy

The AIS Optimized Commodity strategy is a quantitative, long-short strategy that invests primarily in commodities, as well as currencies and fixed income, to capture uncorrelated return and reduce volatility.

About Us

Our vision is to be leaders in the field of commodity investing as we create and manage quantitative strategies for our valued investors’ capital. Established in 2009, we are specialists in quantitative commodities-based strategies.