Models over hunches
Every position starts as a testable idea. We study prices, fundamentals and company filings, and we only act on signals that hold up on data the model has never seen.
Quantitative investing · Long horizon
Patient capital,
measured precisely.
New City North is an independent investment firm. We use quantitative research to find companies the market has overlooked, and we build long-term portfolios with risk controlled at every step.
Our approach
Evidence first. Conviction second.
Markets are noisy. Our edge comes from separating signal from noise with disciplined research, then acting on it with patience.
Overlooked by design
The best opportunities often sit where few analysts look: smaller companies, unloved sectors, balance sheets the market has misread. Our screens are built to surface them early.
Risk before return
Position sizes, correlations and loss limits are set before a trade is placed. Compounding only works if a portfolio survives the bad years intact.
Investment process
Four stages, repeated with discipline
The same loop runs every cycle. Each stage has a defined input, a defined output and a clear reason to say no.
Collect
Gather clean market and fundamental data across the listed universe, with survivorship and look-ahead bias removed.
IN prices, filings, estimates
OUT point-in-time dataset
OUT point-in-time dataset
Test
Turn ideas into rules and test them out of sample. Signals that only work in hindsight are discarded.
IN candidate signals
OUT validated factors
OUT validated factors
Build
Combine validated signals into a portfolio, sized to risk, with limits on concentration and correlation.
IN ranked opportunities
OUT sized positions
OUT sized positions
Review
Measure what worked and why. Attribution feeds back into research, so the process gets sharper each cycle.
IN live results
OUT research priorities
OUT research priorities
What guides us
Small edges, applied consistently, compound.
- Long horizon
- We measure success in years. Short-term noise is something to exploit, never something to chase.
- Plain reporting
- Clear updates on what we hold, why we hold it, and how the portfolio is performing against its risk budget.
- Discretion
- Every conversation is treated as confidential. We share only what you ask us to share.
- Alignment
- We think like owners and work with people who want steady, well-reasoned growth over quick wins.
Get in touch
Let's talk about your goals
Whether you are exploring investing with us, a potential partnership, or simply want to learn more about our approach, send us a note.
- 01Tell us a little about yourself and what you are looking for.
- 02We read every message and reply personally.
- 03If there is a fit, we set up a call to go deeper.
Prefer email?
invest@newcitynorth.com