Our Services

Better Insight, Better Decisions, Better Results

Whether your investment process is based on bottom-up fundamental analysis or driven by quantitative signals, the decisions you make impact performance. Most of the time, your decisions are in line with your strategy, style and research. But, we are all human and if we can make effective investment decisions (for the most part) then surely we are capable of making some decisions that don’t work.

Cabot Behavioral Analysis (CBA) enables managers to identify persistent tendencies that aren’t working. Changing or shifting these behavioral tendencies usually leads to significant improvement in alpha and return – while supporting strategy and style.

Delivered as a comprehensive service CBA provides you with (a) Portfolio Analyses that highlight your advantages and pinpoint opportunities to shift further into what you do well, with most improvements found in improving selling; (b) Shift Selection that focuses you on the most favorable behavioral shifts to implement, providing strongly predictive substantial improvements in return and alpha; (c) Implementation Support that helps you change old, engrained tendencies into the more productive behaviors you desire; and (d) Review and Improvement to keep you moving forward towards your best today and tomorrow.