We have asked Chapoquoit Dynamic Portfolios to sit down with us and talk about their strategies now available on the Axxcess Platform. About Chaqopquoit: The funding of Chapoquoit Dynamic Portfolios was launched in November 2012. Oberuc and Nehro began offering Chapoquoit Dynamic Portfolios as Separately Managed Accounts (SMAs). Since the inception of Chapoquoit, the track record to date has supported Oberuc’s original investment hypothesis that changes in asset allocation can be successfully controlled by recent changes in macroeconomic and market factors. A broad range of new investors have found confidence in the Chapoquoit model’s quantitative learning process to minimize portfolio losses while achieving competitive equity market returns. Please find the replay here.
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