OUR STRATEGIES
Astoria offers three distinct strategy families - quantitative active equity, dynamic ETF managed portfolios, and thematic ETF allocations. Each is built on the same macro-driven, quantitative research framework.
Portfolios built for every market cycle.
STRATEGY FAMILIES
Quantitative Active Equity
Concentrated equity strategies driven by quantitative factor research — targeting earnings growth, valuation discipline, and factor overlay for alpha beyond passive benchmarks.
Dynamic ETF Managed Portfolio
Dynamic asset allocation across equity and fixed income using ETFs. Risk budgets shift with the macro environment — not anchored to a static 60/40 benchmark.
Thematic ETF Portfolios
High-conviction thematic ETF allocations targeting structural macro tailwinds — real assets, inflation protection, and hedged growth across global markets.
HOW WE BUILD DYNAMIC ASSET ALLOCATION PORTFOLIOS
1
Business cycle analysis
We assess interest rates, inflation, earnings, and sentiment to determine the current phase of the cycle and set asset allocation accordingly.
2
Overweight high-conviction ideas
We target assets with growing earnings, attractive valuations, poor sentiment, and a clear catalyst — the classic setup for outperformance.
3
Underweight stretched positions
We reduce exposure to expensive assets with slowing earnings, crowded positioning, and no clear upside catalyst.
4
Factor diversification and downside hedging
We diversify factor exposures and use liquid alternatives to manage drawdown risk across full market cycles.