Innovating
‍Multi-Factor Investing

Disciplined. Systematic. Quantitative. Active.
Managed by a team with decades of experience.

A Time-Tested Process. Honed across multiple market cycles

Combining Top-Down Analysis, Bottom-Up Analysis and prudent Risk Management, the DCM/INNOVA team actively monitors each portfolio, adhering to a strict Sell Discipline.
our PHILOSOPHY.

Different Factors are rewarded in different market environments. Each Stock has different exposures to these investment factors.

Diversifying across investment factors leads to more consistent outperformance over the long run.

TOP DOWN COUNTRY ALLOCATION FACTORS

Valuation

Sentiment / Momentum

Risk

Growth

Monetary Policy

BOTTOM UP STOCK SELECTION FACTORS

Valuation

Momentum

Profitability

Quality

Sentiment

Management Policy

Risk

oUR MANTRA.

Trade What You See. Not What You Want to See.

Your Team.
Industry Veterans

Vijay Chopra Photo

Vijay

Chopra, CFA, PhD

Head of quantitative strategies
LEAD PORTFOLIO MANAGER

Dr. Chopra is responsible for overseeing all investment strategies at DCM / INNOVA, collaborating with his team to provide the best investment outcomes for clientele.

Connect on LinkedIn  ↗️ vchopra@dcmadvisors.com  📧
Leila Heckman Photo

Leila

Heckman, PhD

HEAD OF GLOBAL EQUITY RESEARCH
CO-PORTFOLIO MANAGER

Dr. Leila Heckman is a highly regarded investment manager and global strategist with over twenty-five years of experience.

Connect on LinkedIn  ↗️ lheckman@dcmadvisors.com  📧
Marc Rappaport Photo

Marc

Rappaport

CEO, Co-portfolio manager

Bringing over three decades of experience, Mr. Rappaport's expertise and strategic plan drives and supports the DCM team's client focus and growth objective.

Connect on LinkedIn  ↗️ mrappaport@dcmadvisors.com  📧
Eugene Kharakh Photo

Eugene

Kharakh

Assistant portfolio manager

Eugene Kharakh joined DCM Advisors in October 2021 as an Assistant Portfolio Manager. Mr. Kharakh has experience consulting for banks and other financial institutions handling back office, data management, and financial reporting functions.

Connect on LinkedIn  ↗️ ekharakh@dcmadvisors.com  📧
Andrew Hansen Photo

Dwane

Hawkins

engineering

Andrew is executive management and together with Met Richard. Over the years, he has played an integral role in the internationalization.

Connect on LinkedIn dhawkins@architected.pro
Christian Shulte Photo

Jay

Chopra

Experience Designer

Chris is executive management at our office together with CEO Met Randsen. Over the years, he has played an integral role in the internationalization.

Connect on LinkedIn jchopra@dcmadvisors.com

Values.
What Set's Us Apart

A picture of a Giraffe

The Client Comes First

A highly personlized investor experience.
Our Investment Advisors are just a Call, Facetime, or even Text away.

We're here for you.

Flags from around the world photo

A Global Mindset

We partner with award-winning global equity resarch firms ( Heckman Global, IMF) to keep a pulse on markets across the world.

A graphic of Data Stacks

A Quantitative Approach

We use only use validated, reputable data sources ( Bloomberg, MSCI), and trust the numbers, not letting emotions get in the way of our time-tested process

a Picture of 3 Windmills representing ESG

Environmental, Social, & Governance

Clients can bring their own ESG data and parameters to our Global Systematic Managed Account. We work closely with our clients to craft a bespoke ESG Overlay to our strategy.

2 Mutual Funds.
3 Managed Accounts.
Highly Customizable
to Each Client

INNOVA TILDX Featured Image

TILDX
High Equity Income Innovation Fund

View the Factsheet
INNOVA COPLX Featured Image

COPLX
Copley Fund

View the Factsheet
INNOVA U.S. Systematic Strategy, Featured Image

U.S. Systematic
Managed Account

View the Factsheet
Oslo Office Image

Global Systematic
Managed Account

View the Factsheet
INNOVA EAFE Plus Featured Image

EAFE Plus
Managed Account

View the Factsheet

Perspectives.
From our desk to Yours

INSIGHT
INNOVA's Multi-Factor Investment Process: 
A Closer Look
Read the Insight→
COMMENTARY
TILDX 
Quarterly Commentary & Outlook
Read the Commentary →
SHAREHOLDER UPDATE
TILDX
Portfolio Manager Letter
Read our Letter →

Contact Us.

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