History
Drs. James Irwin, David Berger, and Chris Mullis came together originally to develop a disciplined strategy to manage their own families’ assets.
Drawing upon its academic background, the NorthStar group created an investment methodology that leveraged their expertise in mathematics, quantitative analysis, and computer science. Their unique statistical strategy actively manages a diversified portfolio comprised of companies with strong fundamentals and attractive market performance.
The group deployed the NorthStar StockCompass in 2006 and has been building a strong track record for over five years. NorthStar's disciplined, long-term investment approach has proven successful in a variety of market conditions.
How We Manage Model Stock Portfolios
Our philosophy is that disciplined, model-driven investment approaches generate enhanced risk-adjusted returns. An investment strategy expressed in model form can be researched, backtested, and verified. This provides a rich data set for return and risk management analysis.
This philosophy drives strategy development. Our research establishes investment strategies with economic and statistical underpinnings. Through detailed analysis, we quantify and validate our strategies to identify stable and persistent statistical relationships. Winning strategies must withstand stringent performance criteria. The NorthStar StockCompass is a direct result of this process.
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