OVERVIEW & PROCESS

Investment Objective

The IRON REIT Strategy aims to generate superior risk-adjusted total return relative to the Equity REIT index by creating and managing a portfolio of publicly-traded Equity REITs.

Investment Philosophy

We believe that REITs vary in their quality, valuation, and prospects. A portfolio of REITs with high quality, relatively attractive valuations, and improving fundamentals, selected using a disciplined approach that combines rigorous quantitative analysis and fundamental research, can provide better risk-adjusted returns and downside protection than the broader Equity REIT Index over full market cycles.

Investment Process

IRON’s proprietary, multi-factor model analyzes the US Equity REIT universe and narrows it down to highly-liquid securities with attractive fundamentals, operating and financial strength, and valuations.

The resulting set of securities is subjected to thorough fundamental analysis to construct a well-diversified, yet alpha-focused, portfolio of REIT securities. Each security is analyzed for its potential impact on portfolio composition as well as on the portfolio’s expected risk-adjusted return.

Risk Management

The portfolio is actively monitored using IRON’s proprietary risk management practices. Valuation, quality, and segment diversification are closely monitored and adjusted as needed.

Our disciplined investment approach also incorporates a set of specific criteria for exiting securities that have achieved full value or have underperformed relative to certain measures.

PORTFOLIO PERFORMANCE

as of 3/31/2017

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LITERATURE

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MANAGEMENT TEAM

 - AARON IZENSTARK

AARON IZENSTARK

CO-FOUNDER, CIO
MANAGING DIRECTOR

 - DR. RAMESH POOLA, PH.D., CFA

DR. RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR OF INVESTMENT AND QUANTITATIVE RESEARCH

 - TED CONNOLLY

TED CONNOLLY

DIRECTOR, PORTFOLIO MANAGEMENT AND TRADING

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Learn more about our Investment Strategies and Retirement Solutions

Download our IRON at-a-glance brochure

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