A Disciplined, Time-Tested Approach To Investing

The Day Hagan risk management methodology employs a quantitative and tactical approach, originally crafted by Donald L. Hagan, CFA, our co-founder and Chief Investment Strategist. This disciplined strategy evaluates risk versus reward across various asset classes and securities.

Our proprietary models assess both systematic and unsystematic risks alongside potential returns embedded in global and U.S. markets. These risk/reward profiles span broad asset categories—such as equities, fixed income, and alternative (non-correlated) investments—as well as their sub-categories and sectors.

Built on time-tested indicators, the approach mathematically analyzes a diverse set of data points: historical economic trends, corporate fundamentals, price movements, business conditions, sentiment among consumers and businesses, and valuation metrics. The goal is clear—allocate more to areas with the highest potential for success while steering clear of weaker segments.

The Day Hagan strategy dynamically adapts to shifting market conditions, adjusting portfolios to capitalize on opportunities with a rational, evidence-based focus, free from emotional bias.

Day Hagan Asset Management believes that successful investing is a disciplined process of understanding the markets, determining the mix of assets that will work best at a given point in the cycle, and allocating assets according to risk management protocols.

Day Hagan utilizes a quantitative, model-based framework to evaluate and measure the systematic and unsystematic, risk/reward probabilities in the marketplace. The models provide the flexibility to seize opportunities in the marketplace in a rational, model-based, unemotional manner.

Our proprietary models incorporate time-tested measures that mathematically evaluate a wide array of factors that have historically influenced market direction. The message of our models ultimately defines our portfolios’ asset allocation. This allows us to identify areas of strength for investment as well as areas of weakness that should be avoided.

The models are designed to seek confirmation. When many diverse indicators are all providing a similar message, the potential for success is much higher. Our models’ weight-of-the-evidence approach provides a historically-based perspective on current risks and rewards.