Richard Oberuc, Chapoquoit Dynamic Portfolios (Separately Managed Accounts)
Richard Oberuc is responsible for the development of the investment techniques employed by Chapoquoit Dynamic Portfolios. These techniques employ macroeconomic and market factors to control allocation changes to a portfolio of ETFs using a rigorous quantitative approach. The objective of this procedure is to alter asset allocations in such a way that portfolio losses are as low as possible while seeking to achieve an acceptable return, a true downside risk approach.
Richard spent the last 30 years developing investment models and asset allocation software for the financial community. As president and owner of Burlington Hall Asset Management, Inc., a software development company, he designed and oversaw the development and sales of two software packages, The LaPorte Asset Allocation System and the DynaPorte Dynamic Asset Allocation System. These packages are used by investment professions to create optimized portfolios of mutual funds, hedge funds, ETFs and commodity trading advisors. In other endeavors, he has operated as a Commodity Trading Advisor at Burlington Hall Asset Management, a Commodity Research Director for M&M/Mars and an Operations Research Director for Uncle Ben’s Rice. He also worked at NASA in Houston developing flight simulators for McDonnell Douglas and TRW Systems.
Richard holds an MS in Operations Research from the University of Houston and a BS in Physics from Loyola University in Chicago. From 1995-2007, he was Chairman of the Foundation of Managed Derivatives Research, a charitable foundation that gives grants to financial academics to do research on managed derivatives products such as hedge funds.