Relatively few firms are true analytical competitors. Getting there means focusing on DELTA – Data, Enterprise, Leadership, Targets, Analysts
Contingent consults with clients to:
Investment research is often done in an academic manner by individuals who have never managed capital and risk in global markets. Asset management is often done by portfolio managers who build research departments as an after-thought.
Contingent Macro was founded by a former hedge fund portfolio manager who wanted to build research first and focus on the process of investing and managing risk from a portfolio manager perspective. Our partners have turned that vision into a process that complements and enhances our clients’ own investment processes and business decisions.