Brian Dress, CFADirector of Research, Investment Advisor, Left Brain Wealth Management, LLC · Wealth Strategy for Corporate Executives & High-Net-Worth Investors | Concentrated Stock & Equity Compensation Planning | Director of Research | CFA | Left Brain Wealth Management

Left Brain Capital Appreciation Fund

28 May 2020 · 2 min

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1:54

In this presentation, Nolan Langford, founder and CEO of Left Brain Capital Management, outlines the firm’s investment approach aimed at delivering capital appreciation for high‑net‑worth investors. He explains that attractive fundamentals, low valuations, or price momentum alone are insufficient, so the firm employs a proprietary, multi‑factor selection process that integrates three layers of analysis: (1) fundamental screening of each security, (2) technical assessment to confirm favorable price direction, and (3) quantitative evaluation of additional attributes. The approach is flexible, allowing the firm to allocate capital across equities, bonds, and other securities that present the strongest appreciation potential. Left Brain Capital seeks opportunities that are often off the radar of other investors, concentrating the portfolio in assets with the highest probability of substantial gains. The firm also emphasizes disciplined risk management, staying the course during market emotionality and exploiting price dislocations that arise when market sentiment diverges from underlying economic reality.

Chapters

Hi, I'm Nolan Langford, founder and CEO of Left Brain Capital Management, and I'd like to talk to you about our investment approach. When seeking growth and capital appreciation, attractive fundamentals, low valuations, price momentum by themselves, they're not enough. So to uncover the opportunities that serve our objective, We've developed an investment selection process that couples our proprietary technology with our multi-factor approach to analysis. The first thing that we wanna do is take a fundamental analysis and approach to each security that we're looking at. If it checks out, the second thing that we do is take a look at what the technical details are. Is the security moving in the right direction? The final step for us is to take a look at the quantitative attributes for that security. Once we're ready to move on a company, our flexible investment approach It enables us to look beyond equities to bonds or other securities that offer the most compelling capital appreciation opportunities for high net worth investors. We're often looking at securities that are off the radar of other investors. We do believe in keeping the majority of our money in the securities that offer the highest probability for substantial appreciation potential. We just feel that makes sense. We believe in our ability to find compelling capital appreciation opportunities for high net worth investors. And we also know that markets get emotional. In response, investors are more prone to knee-jerk reactions, creating dislocations between a company's stock or bond price and their true economic reality. And when markets buckle, we often stay the course where our risk analysis tells us that makes sense. By keeping our eyes on the objective, we've demonstrated the ability to take advantage of these dislocations.