A Disciplined Engine for Compounding Wealth
At The Colling Group, our investment process is built to deliver strong long-term results through a disciplined, data-driven framework designed to navigate all market environments. We combine advanced quantitative analysis with forward-looking insight, creating a portfolio foundation that is both mathematically rigorous and strategically opportunistic. We operate on an open architecture: we are not tied to proprietary products, and can take a do-anything, go-anywhere approach.
The foundation of our client portfolios are developed around our Colling Group managed strategies. We combine our North American equity and balanced models with allocations to global equity, fixed income, and alternatives asset models.
Colling Group North American Equity & Balanced Strategies
Our core U.S., North American, and Canadian focused equity strategies are offered through institutional quality separately managed accounts, rather than pooled funds. We deliver a diversified, and highly disciplined investment process to drive strong long-term results. You can find details on our process below.
Colling Group Global Equity, Bond & Alternatives Strategies
Institutional quality third party manager models covering global equity, fixed income, and non-correlated alternatives including private equity, credit, real estate, and absolute return strategies. We have developed a comprehensive due diligence process and portfolio modeling framework that matches our broader outlook for each asset class, and sources leading third party managers to create our desired exposure and drive strong risk-adjusted returns.
Our Equity Investment Process
Our core equity approach is built around a customized quantitative model that analyzes the investable universe for companies demonstrating the traits most consistently linked to long-term outperformance. This multi-factor framework provides the backbone of our portfolios — objective, evidence-based and engineered to compound wealth over time.
Beyond the quantitative core, we selectively allocate to high-conviction thematic ideas where we see outsized return potential. These are companies that are benefiting from structural shifts, such as AI, healthcare innovation or the energy transition. We select companies where the opportunity is real, leadership is emerging, and pricing power is building. These positions are measured, but meaningful, forward-leaning exposure that has the potential to drive alpha.
Our team actively manages our portfolios: leaning in to strength, adjusting when fundamentals change, taking a bottom-up approach that still keeps the broader macro landscape in view.
