ASCENDANT: Objective and Equipped
Ascendant Advisors, LLC (“Ascendant”) is the SEC-registered investment adviser to the Patriot Fund.
With more than 40 years of advanced proprietary research to its credit, the Ascendant team applies investment processes that are objective and dispassionate; synthesizing large volumes of data on thousands of stocks spanning multiple decades.
The Ascendant team seeks risk-adjusted outperformance over multiple market cycles for the Patriot Fund vs. the S&P 500 through quantitative methods, portfolio optimization techniques, and a wide-array of proprietary statistical models.
A History of Results
Registered investment manager since 1970
- Headquartered in Houston; one of the oldest independent SEC-registered investment advisers in Texas
- Active portfolio management with a quantitative approach to investment research
- Bottom-up process to security selection utilizing broad array of technical and fundamental data
- Top-down approach to portfolio construction and asset allocation
- Investment Committee members average over 25 years of investment experience