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It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki
Just about everyone can spend their income. It doesn't take a lot of skill to do that, however it takes discipline to put a little bit of income
on the side for retirement. Grow and protect your assets by carefully diversifying it, and you may find yourself funding many generations to come.
About / History
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 Moreland Capital Group, llc. was founded in 2006 in Westmoreland, at the Sellwood district of Portland Oregon; named after Honorable Judge Julius C. Moreland.
Julius Caesar Moreland (June 1, 1844 February 2, 1918) was an Oregon pioneer, a successful lawyer, and a judge based in Portland, Oregon. He was also the Clerk of the Oregon Supreme Court in Salem in the early 20th century. He is the namesake of
the Eastmoreland and Westmoreland - Sellwood neighborhoods.
Judge Moreland was an executive of the Portland Realty Company, and when the company platted Crystal Springs Farm for housing. The design included four neighborhoods: Westmoreland (1909), Eastmoreland (1910), Southmoreland, and Northmoreland.
After development of the Westmoreland and Eastmoreland neighborhoods, the area surrounding the intersection of SE Milwaukie Avenue and Bybee boulevard became known informally as Moreland. The Moreland Theater, the Moreland Presbyterian Church, and the more recent Moreland Farmers Pantry are examples of the popular evolution of the geographic names of Westmoreland and Eastmoreland.
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Beginning 2005, Moreland Capital group's committed team of devoted equity analysts contributed over a decade of research and development with over 20,000 man hours focused on
market timing, qualitative fundamental analysis, quantitative technical analysis, risk management, sector allocation and hedge strategies. The end-goal of this research was to prove that an equity portfolio producing a greater return with less volatility than the major indices is
possible despite popular belief to the contrary.
In the beginning the team built and operated black boxes based off of over one hundred combined algorithms that fully automate and execute trades without human interaction. Afterwards, live testing began with
modification on a multitude of refined strategies trading equities, derivatives, bonds, ETFs, commodities, and futures contracts. During the 2008/09 market decline risk management strategies were implemented
to protect the overall portfolio against general market decline.
In 2014 after ten years of research and development, the firm established its first separate managed account
to create a real money track record. Moreland Capital Group is currently seeking
letters of intent to help launch its US equity Long/Short fund.
2021
With Moreland Capital Group's
extreme success in 2020 they started to reach out to existing accredited potential partners trying to collect as much letters of intent as possible to be able to launch their first Long/Short US equity hedge strategy.
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2019
Moreland Capital Group continued to take losses hedging against the market.
By using Dollar cost average they liquidated under performing equities and allocated more assets into hedge positions against the market. At one point the portfolio had approximately
60% in hedge positions and approximately 40% in long positions anticipating market pull back.
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2020
In February of 2020 the markets started to sharply pull back due to Corona virus. Moreland Capital Group
liquidated its hedge positions in March with a huge profit then allocated the cash into under valued equities. They continue to grow the portfolio when markets start to climb. By June Moreland US equity Long/short
portfolio was ranked #1 on Eureka Hedge and by November ranked #1 on Barclay's Hedge among its pears.
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2017
Moreland Capital Group refined its hedge strategy instead of having a set percentage
of long vs short positions and using leverage we decided to use our risk management strategy to allocate cash from dividends to hedge against the market.
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2018
With Tech and Healthcare sector heavy indexes becoming a bubble pushing the markets higher; Moreland Capital Group
started to hedge against them allocating its cash into short positions. In December of 2018 the markets pulled back but because of technical error we did not exit our hedge positions and took a loss
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2015
Moreland Capital Group started R&D on five new equity hedged strategies 60/40, 70/30, 80/20, 130/30,
and 150/50. The current strategies were listed on several databases. Moreland Capital Group, llc. is currently in the search of a GP to help launch its long/short US equity Large/Mid CAP value
strategy.
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2016
Second year managing the separate managed account we out performed the S&P 500 by over 1700 bases points. Out performed over 98.9%
of all mutual funds listed on yahoo fund screener and out performed every single Hedge Fund Research's indexes. We continue to
look for a GP to help setup our first vehicle.
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2013
Our portfolio was ranked at the top 1% of Wall Street Survivor out of approximately 900,000
portfolios. Website was created. PPM and contracts were created. Friends and family were contacted to raise the initial capital for the fund; without any success.
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2014
Executive summary and a power point presentation was prepared. Relationship with a mentor, attorney, CPA, and several fund consultants in the
hedge fund industry was established. The first long only US equity Large/Mid CAP value SMA account was founded.
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2011
After refining technical analysis, fundamental analysis and risk management strategies our portfolio was ranked at the top 1%
of Motley Fool's CAPS section out of approximately 73,000+ listed portfolios.
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2012
Created an account at Wall Street Survivor to implement our strategies. After eight years since
our project started to create a "Smart BETA/Real Alpha" strategy, we now have several portfolios on many third party sites, who tracked each and every trade.
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2009
Research and development began on risk management strategies to minimize portfolio
volatility and maximize return with the goal to protect the overall portfolio. Opened an account at Motley Fool to live test our strategies.
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2010
After refining quantitative and qualitative analysis with risk management strategies, our portfolio was ranked #1 on
MarketGuru out of approximately 20,000+ members and top 1% at Marketocracy out of approximately 100,000+
portfolios.
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2007
Research and development
began on quantitative analysis to find the most accurate technical indicators to predict cycle bottoms and tops. Opened an account at Marketocracy data services to
live test our strategies.
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2008
Research and development
began on qualitative fundamental analysis to determine when a company is investable. Opened an account at Market Guru to live test our strategies.
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2005
The project to create a "Smart BETA/Real Alpha" strategy started. We knew ahead of time that this wasn't going to be easy and it would require a
tremendous amount of time and effort, especially when the brightest minds from the top Ivy league schools working for some of the largest financial institutions have a
difficult time producing such strategy to work in the long run.
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2006
Moreland Capital Group, LLC. was founded with the goal to launch it's first vehicle in the near future with the intent
to provide our affluent clients with a superior product compared to most mutual funds, index funds, sector funds, and ETFs; for a greater growth and less volatile environment - all while charging less than the average mutual
fund fees.
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Smart BETA/Real Alpha
According to CNBC for the last five years approximately 96.5% of all listed funds, some managed by well known financial institutions, under performed the S&P 500.
The top 3.5% that did outperform mostly consist of index, sector, regional, and cap specific funds. Such funds sometimes copy an entire index or a basket of securities from a certain
sector into their portfolio. When such sectors start to outperform, they may attract investors who chase big returns due to performance alone disregarding the risks involved.
Eventually these sectors might become a bubble. Some hedge funds might see an opportunity to bet against these bubbles by shorting and bringing them down to more moderate levels.
When growth investors start to panic and others lose more than their share due to the use of margin for leverage, they might sell off their shares or their positions might automatically get
liquidated by the brokerage firm due to margin call. This can cause a domino effect and pull the rest of the market down with it to lower levels. Eventually who ever predicted the market bubble
and shorted against it, buys back their securities at a much lower price for profit. Value investors come in at these discounted levels and start to push the
market back up to more moderate levels. This is the cycle of greed and fear repeating itself throughout history going all the way back to 1930s.
The top 3.5% that is 1 out of approximately every 30 funds that are able to outperform the S&P 500 are called "Alpha funds". Considering the risk on capital due to creative
investing such as leverage, derivatives, and by the use of future contracts that can lead to higher volatility and their exuberant fees, some of these funds are not able to outperform the
major indices in the long run, therefore are not "Real Alpha funds".
If you want to find a fund that is able to outperform the major indices with less volatility, youll have to look much deeper, in the top 1% or 1 out of approximately every 70 funds.
If you sort out all the index, sector, regional, and cap specific funds out of this group, to find an actively managed portfolio that adapts to market conditions, you are left with approximately 60
such funds. That is about 1 out of 400 funds or the top 0.25%.
If you currently have a retirement account through work or invested in a mutual fund, IRA, bond fund, or a hedge fund as suggested by your financial advisor, accountant, HR department,
or friends; historically your investment might be earning less than the market or has greater volatility; you may even be paying exorbitant fees that supersedes the gains. When the market reverses some
of these funds might drop lower, sometimes to the point of liquidation. Some may be bought out by other funds and assets transferred to another vehicle or institution.
You and your institution or organization worked too hard to have your money sit in the bank and be devalued by inflation, or be managed by an inferior investment firm that charges exuberant fees
and under performs the major indices. Taking big risks by chasing high returns with volatile investments could also be disastrous. Your future depends on the decisions you make today because tomorrow might be
too late. If you are an accredited investor click HERE to request more information, after the review of your application one of our friendly and knowledgeable
account managers will set up an appointment to meet with you and share additional information.
Source: CNBC Mutual fund screener as of August 23, 2014
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