Conner Management Group Offers Tested Algorithms for Separately Managed Accounts (SMAs)

March 31, 2014 (PRLEAP.COM) Business News
March 31, 2014 - [Houston] Conner Management Group (www.connermg.com) is now offering a Separately Managed Accounts (SMAs) service based on proprietary algorithms. Conner Management Group's algorithms each have a minimum two-year operating history, provide the basis for its "buy" and/or "sell' decisions and can be used for equity income, value investing, long /short strategies and options portfolios.

The algorithms support each of its four concentrated portfolio strategies, each of which relies on value and momentum principles. The firm identifies price targets before it enters positions. Analyzing some 4,000 equities weekly, an exhaustive bottom-up approach is used to identify up-and-coming stocks in leading market sectors. The algorithms then base investment positions on value and momentum principles while also considering earnings potential, history and market conditions.

Registered Investment Advisers (RIAs), financial advisers, hedge fund managers, family office representatives and independent, qualified investors are invited to subscribe to its weekly e-newsletters, podcasts and regular social media postings.

"Our goal is to continue discovering overlooked extreme value stocks and manage them to their fullest potential on our client's behalf within concentrated portfolios of no more than 20 selections. We believe in the power of concentrated portfolios and are generally pleased with our track record," says founder and president G. Mathis Conner. "Our managed account clients always know exactly what they are invested in. We have enhanced our transparency with increased client communication through short slide decks, videos and two newsletters to fully address the news that may have affected their portfolio over the past quarter. Our results can be viewed on our website (www.gmcstockpicks.com)."

The GMC Value & Momentum Stock Report is a free e-newsletter that provides a value-and-momentum based stock pick each week. The GMC Value & Momentum Stock Report only considers companies with a minimum 5-year operating history and which trade on a major exchange.

The GMC Premium Select Stock Report ($80 per month) provides a consideration list of three investments to buy, three to sell, three to day-trade long and three to day-trade short. The Conner Management Group algorithms support each of its portfolio strategies and rely on value and momentum investing principles. Price targets are identified before positions are named. All stock selections and their results can be viewed at: www.gmcstockpicks.com.

About Conner Management Group Founder G. Mathis Conner
G. Mathis Conner was a New York-based project-finance banker before moving to Houston, Texas, in 1998 to work on power and pipeline development projects. He holds an MBA from the University of Chicago, a Masters Degree in Engineering from Cornell University, and a Bachelor of Science Degree from Rensselaer Polytechnic Institute. He also holds Series 7, 63, and 65 licenses. To reach G. Mathis Conner investment professionals can contact: mathis@connermg.com or visit: www.connermg.com.

Media Personnel: For further information or to speak with G. Mathis Conner, please contact: Joseph Finora at: 631-680-7870 / jfinora@optonline.net.

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