Wall Street Advantage

Regatta has developed a proprietary six-step dynamic wealth investing system called The Wall Street Advantage^TM, which achieves a balance between capital appreciation and risk management.

1. Fundamental Analysis is a method of evaluating a security by attempting to measure its intrinsic value by examining related economic, financial and other qualitative factors. Fundamental analysts attempt to study everything that can affect the security's value, including macroeconomic factors (like the overall economy and industry conditions) and individually specific factors (like the financial condition and management of companies).

   The advisor uses information from various sources to evaluate the fundamental position of the market, sectors, mutual funds, and stocks. Such analysis is essential in making decisions to buy particular positions, as it can reveal weaknesses or flaws in investment positions that might appear positive in technical analyses or quantitative studies. Measures such as, earnings growth rates, return on capital and dividend yield, accelerating growth in cash flow or earnings, healthy balance sheets, underappreciated assets, dividends and the ability to buy at a discount to perceived value, among others are tools used by analysts.

2. Macro Economic Analysis is a method of evaluating the major factors impacting an economy, a geographic region, or an industry.

   The Advisor uses information from various sources to evaluate the economic status of the domestic and international markets such as economic growth rates, interest rates, fiscal and tax policies, inflation rates, currency movements, and political developments, among others.

3. Quantitative Analysis is a method of evaluating a security by utilizing statistical tools and probability analysis such as mathematic analytics and modeling of portfolios. Such studies are useful in removing the emotion from the decision-making process, in furthering understanding of portfolio trends, and in developing decisive information for buying and selling positions. The mathematical and statistical calculations involved in such studies include analysis of Beta, standard deviation and semi standard deviation of returns, Sharpe ratios, among others.
   
   
4. Behavioral Finance Analysis is a method of evaluating a security using human cognitive and emotional biases to better understand economic decisions and how they affect market price such as measures derived from put/call ratios, Commitment of Traders Reports, Market Vane, and Investors Intelligence, mutual fund flows, among others, to attempt to utilize human emotional biases from a contrarian’s perspective.
   
   
5. Technical Analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts do not attempt to measure a security's intrinsic value, but instead use charts and other tools to identify patterns that can suggest future activity such as technical factors such as absolute and relative price performance, volatility, breadth measures, chart patterns and trading volume, among others.
   
   
6. Post Modern Portfolio Theory is a method of asset allocation that seeks to optimize a portfolio based on returns versus downside risk. Post Modern Portfolio Theory points the way to an improved science of investing that incorporates not only downside risk optimization, but also behavioral finance and any other innovation that leads to better outcomes.