• Because nothing beats

    Verified, actual performance

    Theta Research is different from other managed account databases in that we independently verify the monthly and daily performance of our tracked money managers, net of fees. There is no self-reporting or hypothetical performance illustrations. With Theta, what you see is what you get. Read more

  • Our focus is on

    Actively managed investment strategies

    Because of Theta Research’s concentration on actively managed investment strategies, passive buy-and-hold investment programs need not apply. Theta Research is committed to showcasing only the very best active management strategies from both established and emerging money managers, resulting in less “analysis paralysis.” Read more

  • No investment platform -

    Data is our only business

    Some managed account databases masquerade as investment platforms. At Theta Research, compiling and publishing the performance of actively managed investment strategies for our subscribers is our only business. Read more

Managers - Track Your Models

Let us show you how model tracking in the Theta system benefits your practice.

  • Independent performance verification
  • Detailed charts and statistics
  • Issue private “Guest Passes” to prospects
  • Models included in viewable rankings
  • Notification of guests who view your data

Model Tracking

Theta Forums - Register Today!

Theta Research has had its finger on the pulse of active investment managers for well over a decade. If you want to receive updates on Theta Managers and Models and the latest news from the active investment community, JOIN THE THETA COMMUNITY. Updates are sent every week or two and you can unsubscribe any time. Registration is FREE.
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Subscribe to Theta

A subscription to the Theta online database shows you:

  • Model Ranking by Performance and Risk Metrics
  • Industry Benchmark Comparative Statistics
  • Detailed Charts and Tables
  • Rolling Time Window Analysis
  • Correlation and Composite Studies

Subscription Details

 
 

Manager Market Sentiment

This chart indicates the market sentiment of the managers we track on a daily basis. Using a proprietary algorithm, Theta measures the leveraged exposure of positions in each tracked account and calculates the Bullish or Bearish Sentiment of the manager universe.
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Top Performing Models

Previous 3 Months as of 11/30/2014
Model SymbolPerformance
THJDDX27.37%
THCBAE14.59%
THCCJA12.24%
THCCGD9.37%
THCDDE8.21%