A Holistic approach toINVESTFor You and Yours

ANew Wayto Invest

Xantos Labs is founded with one goal in mind: to consistently deliver superior risk-adjusted returns to our clients at an affordable price. 

We accomplish this by strictly adhering to our statistical-driven, evidence-based investment approach. We start with a rigorous fundamental analysis to select financially sound companies in the long-term, as well as leverage statistical models to structure our long-only equity portfolios. 

Our theoretical framework focuses on minimizing downside risk and has been backtested over the years through various business cycles. Our models play a crucial role in niche-strategy and systematic  management on concentrated public equity portfolios. We continue to improve these models to compensate for structural changes in our macroeconomic outlook as well as deliver reports to our keep our clients informed. 

systematic-investment-approach-illustration

Fundamental Investing

MORALLY SOUND, INNOVATIVE COMPANIES BUILT TO LAST

Our investing approach is based on sound economic theory backed by empirical research. We select businesses with high likelihood of generating superior earnings and cash flow growth. Our focus is on Long-Only Public Equities.

Portfolio Optimization

STRATEGIES BUILT ON EXPERIENCE

A disciplined, quantitative methodology drives everything we do. Our portfolio formation strategy is back-tested under different economic conditions. We continuously design, refine, test, repeat.

Feel Good About Investing

focus on minimizing downside risk

Our models incorporate down-side risk for capital preservation and appreciation. We continuously monitor and adapt to market conditions to ensure optimal risk-return trade-off. While we don’t offer full-service wealth management, we focus on what we know best — public equities!

Concentrated Portfolio

universe of high-conviction companies for the long-term

We select a handful of publicly traded (mostly U.S.) companies. Our aim is to attain optimal levels of concentration in number of holdings, sector/industry and fundamental traits that enable us to achieve market beating returns over a long-term horizon. 

We put the power of our systematic approach to investing and its historically outsized returns in the hands of everyday investors seeking capital appreciation and a brighter financial future.

We put the power of our systematic approach to investing and its historically outsized returns to create a brighter financial future for our clients

The materials on this website are for illustration and discussion purposes only and do not constitute an offer to, or solicitation of, any potential clients or investors for the provision by Xantos Labs of investment management, advisory or any other related services. An offering may be made only by delivery of a confidential offering memorandum to appropriate investors. Past performance is not indicative of future results. Links from this website to third-party websites do not imply any endorsement by the third party of this website or of the link; nor do they imply any endorsement by this firm of the third-party website or of the link. Research Xantos Labs LLC with FINRA’s BrokerCheck. Copyright © 2020 Xantos Labs LLC. All rights reserved.