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Cabot allows us to look at our strategy and investment process in a different context than traditional analytics. We can probe deeply into the heart of what investment management is all about — how effective are we at maintaining our current positions, creating new positions (buys) and exiting positions (sells), and where can we improve."

Jeff Schwarte
Portfolio Manager
Principal Global Investors



Behavioral Profile©

You are about to join a growing number of exceptional asset managers who are focused on learning as much as possible about their own behavioral tendencies and how those tendencies help and hurt their buying and selling decisions. The good news is for the first time, equity asset managers can not only learn about their behavioral tendencies, they can APPLY what they learn to the buy and sell decisions they make on a daily basis to generate increased alpha — as much as 250 bps and more in some cases.

No cost, no obligation

Want to receive your complimentary Behavioral Profile? Just fill out this form or give us a call at 617.624.0440.

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Know thyself

Your customized Behavioral Profile will give you clear and objective answers to such questions as:

- Are there behavioral tendencies reflected in my buys and sells?
- Do I engage in the Disposition Effect?
- Are there types of positions that I persistently sell too early or too
   late?
- Could a new or refined stop-loss help me better manage losing
   positions?

Your Behavioral Profile will be constructed using the proprietary Cabot analytics that to date have analyzed over $400 billion in professionally managed equity assets.

Behavioral Profiles have been performed for some of today's largest equity management companies – managers who now better understand their behavioral tendencies and are capturing higher performance. In fact, equity fund managers working with Cabot have uncovered opportunities to capture 100 bps of incremental performance in 70% of portfolios analyzed; with 250 bps and more identified in over 40% of the situations.

The power of the Cabot Behavioral Profile is best understood by experiencing it. That's why we're introducing the Behavioral Profile on a complimentary basis. Your Profile will be presented and explained to you individually and with complete confidentiality.

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Arbor combines rigorous fundamental analysis with a disciplined investment process to deliver value added results to our clients. Incorporating elements of Behavioral Finance through our relationship with Cabot is a significant new effort we're utilizing to better understand and further enhance our performance."

David M. Himebrook
Managing Partner
Arbor Capital Management