Strategic Capital Allocation Group Taming Complexity, empowering decisions and delvering results
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About SCA

Founded in 2000, Strategic Capital Allocation Group, LLC (SCA) is an investment strategy firm that has catered to some of the most influential institutions, endowments, foundations, corporations, public pension funds and ultra high net-worth individuals in the world. SCA’s investment philosophy has fundamental macroeconomic underpinnings combined with Quatrain's patented, state-of-the-art analytical processes. The investment discipline seeks to capture the optionality offered by asset classes and strategies that are poised to offer attractive, uncorrelated risk/return potential. SCA strives to deliver absolute-return oriented strategies through client-driven policy formation and customized, dynamic portfolio allocations that seek to attenuate downside risk.

SCA attributes its success to three principal components:


Dedication to our Clients

At SCA, we put a constant effort in the creation and nurturing of a close relationship with our clients. We believe that transparent communication and constant education are paramount to a successful collaboration. It is our constant dedication to understand client needs and respond to them in the form of a customized solution that drives our success. Beyond their investment experience with us, our clients’ trust in SCA is the best testament of our commitment to them.


Macroeconomic Perspectives and Fundamental Views

SCA leverages its expertise across asset classes and non-traditional strategies, as well as conviction in our macroeconomic views to identify and exploit investment opportunities in global markets. SCA’s strategic perspectives distill from macroeconomic themes and associated inflection points and tactical drivers.


Technological Advantage

For the last decade, SCA's fundamental expertise has been leveraged with Quatrain, SCA’s proprietary, dynamic portfolio allocation and risk management platform.Since 1999, SCA’s revolutionary, patented technology has driven its dynamic allocation and embedded risk management platform - Quatrain - and benefited over $11 billion institutional assets. Quatrain empowers SCA clients to make critical decisions with conviction. That conviction stems from a realistic view of the non-linear interactive behavior of investments and a "motion picture"​ of the dynamic tradeoff between relative risk and relative return.

Quatrain is precisely what we represent: No prophecy, just vision.

Quatrain is not a forecast. In contrast, Quatrain releases crucial insights from the path, pattern and co-movement of daily information-rich returns data. Quatrain generates explicit allocation signals married to attainable confidence for the desired, risk-managed outcome. Continuous real-life results reinforce conviction.

Over time, Quatrain's consistent risk-targeting has enabled clients to weather times of stress in the financial markets while benefiting from most of the upside in bull markets. Capital preservation facilitated by uncorrelated, positively skewed investments forms the core of the Quatrain investment discipline. Quatrain shuns the "normality" assumptions of modern portfolio theory and similar portfolio optimization frameworks that assume static correlations and target volatility minimization - dangerous assumptions with no bearing on reality.

Specialties: Strategic Capital Allocation Group LLC is registered with the United States Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940.

SCA offers a broad spectrum of discretionary and non-discretionary investment advisory services, including:

- Quatrain - customized solutions for dynamic allocation and embedded risk management

- Discretionary Quatrain Global Solution (QGS) re-defines relative value as risk-on versus risk-off: capturing severe market turns in real-time across a wide range of stressed markets Quatrain is a comprehensive portfolio management solution offering a proprietary framework that goes beyond traditional asset allocation techniques. It offers a centralized platform and proprietary algorithms for dynamic portfolio allocation and risk management, customized to specific investor risk preferences and time horizons.

The Quatrain platform continues to evolve constantly, but its core portfolio optimization algorithms have been used by SCA since its inception in 2000 and have allowed SCA clients to enjoy meaningful upside capture with effective downside protection throughout multiple market challenges.

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