Algorithmic Investment Models, LLC

Algorithmic Investment Models, LLC is a wealth-management firm allocating client money, specialised in real_estate (69% of the long book), running a $81.0M US long book across 32 positions.

The portfolio is concentrated: the top 10 names carry 70% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SS ENERGY SELECT SECTOR, FRANKLIN U.S. MID CAP MULTIF, SS MATERIALS SELECT SECTOR, SS HEALTH CARE SELECT SECTOR, SS CONSUMER STAPLES SEL SECT.

Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.