Keith DeCarlucci

StormHarbour Investments offers independent analysis, advice and implementation across asset classes. The firm provides unbiased, transparent and fundamental analysis of liquid, illiquid and esoteric financial assets. Strategic solutions are developed from a distinctive three-phase process: Intrinsic Valuation, Market Valuation, and Hedging/Disposition Efficiency. Recommendations may include a combination of hedging, opportunistic asset sales, holding to maturity or structured solutions.

Fortrinn is a team-based, research-oriented manager which utilizes diversified strategies, aiming to provide opportunity through economic, volatility and strategy cycles. They perform fundamental and quantitative analysis across asset classes and market caps, combining top-down and bottom-up approaches to perform tactical and strategic allocation. They spread risk across portfolios, hedge risks at the portfolio level and exploit opportunities by maximizing correlation benefits. The firm employs volatility trading strategies across equities, FX, commodities, credit and interest rates to exploit price dislocations driven by model mis-evaluation, market sentiment, liquidity and risk assessment divergence. They use a combination of qualitative derivative modeling, an understanding of underlying price distributions and an assessment of market dynamics and investor sentiment to perform trades.

Provides investment management services