Our approach
Momentum-Driven. Evidence-Based.
CooksonPeirce is momentum-driven and evidence-based. We construct portfolios around what the data supports — not closet indexes, not emotion-driven reallocation.
We use proprietary relative strength and momentum signals to identify securities with the strongest trends. We construct concentrated portfolios of typically 25 to 40 positions. We apply a mathematical sell discipline — when a position no longer meets our criteria, we exit. The data drives the decision.
We strive to build portfolios that reflect where evidence points, not where convention leads — and we believe that distinction compounds meaningfully over time.
Series 01
Momentum Series
Momentum-driven strategies spanning the full capitalization spectrum. Designed to capture the strongest trends across the market while applying a disciplined, evidence-based exit process.
All Cap Equity
Seeks broad market exposure across capitalizations. Our flagship momentum strategy applies evidence-based signals across the full market cap spectrum.
FlagshipSmall / Mid-Cap Equity
Focuses on smaller and mid-sized companies where momentum signals can be most pronounced. Under-followed by Wall Street, and a richer opportunity for outperformance.
SMID CapAll Cap Moderate Equity
Seeks diversified equity exposure with a moderate risk profile across all capitalizations. A balanced approach to momentum for clients with measured risk objectives.
ModerateDiversified All Cap
Aims for wide market exposure across multiple segments, applying momentum discipline throughout. Broad diversification without sacrificing the edge of a systematic process.
DiversifiedFocus Large Cap
Seeks concentrated exposure to large-cap equities where momentum signals are strongest. High-conviction, non-closet-indexing positioning in the large-cap universe.
Large CapShort-Term Aggressive
Aims for higher-risk positioning over shorter time horizons, designed for clients with specific tactical objectives and a higher tolerance for short-term volatility.
AggressiveSeries 02
Style Series
Strategies designed around distinct market characteristics and investment styles. Designed to complement our Momentum Series and provide diversified exposure across different market environments.
Value
Seeks undervalued companies relative to fundamentals, with a disciplined, evidence-based selection process. A 40-60 stock portfolio targeting the market's most compelling value opportunities.
ValueQuality Growth
Seeks concentrated exposure to large-cap companies with demonstrable quality characteristics and growth profiles. Durable competitive advantages and strong earnings growth, systematically identified.
GrowthNew Strategies
New strategies are developed as market opportunities emerge. We continue to build the suite around what the evidence supports.
In DevelopmentSeries 03
Outcome-Oriented Series
Strategies designed for clients with a specific objective in mind. Built to complement our Momentum Series, with an emphasis on income potential and reduced portfolio fluctuation.
Equity Income
Seeks dividend-paying equities for income potential, while maintaining a disciplined approach to quality selection. Ideal for clients looking for current income or lower volatility with a complement to momentum strategies.
IncomeLow Volatility
Aims to reduce portfolio fluctuation over time. Constructed for clients who seek smoother equity participation: designed to participate in market upside while targeting meaningfully lower volatility.
Low VolNew Strategies
New strategies are developed as market opportunities emerge. We continue to build the suite around what the evidence supports.
In Development
How we invest
A Process Built on Math, Not Emotion.
Our investment process is designed to do two things simultaneously: capture winning trends while they remain intact, and exit losing positions before they do serious damage. Every decision is driven by data.
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01
Signal Identification
We use proprietary relative strength and momentum signals to identify securities with the strongest trends across the full market cap spectrum.
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02
Portfolio Construction
We construct concentrated portfolios of typically 25 to 40 positions — high-conviction, non-closet-indexing portfolios built to capture winning trends.
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03
Mathematical Sell Discipline
When a position no longer meets our criteria, we exit — regardless of the story. The data drives the decision. No exceptions.
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04
Ongoing Monitoring
Markets evolve. Our process adapts rapidly to changes — but always through the lens of the numbers. Discipline and agility, simultaneously.
Find the strategy that fits
Private Wealth · For Advisors
Whether you're a private client building long-term wealth or a financial advisor seeking institutional-grade strategies for your clients, we'd be glad to have a conversation.