Day Hagan Believes That Successful
Investing Is A Disciplined Process Of:
Understanding the markets quantitatively.
Determining the appropriate mix of assets given this data.
Allocating assets according to risk management protocols.
Utilizing cash as a defensive asset class.
About Day Hagan Asset Management
Day Hagan Asset Management is a provider of investment, advisory, and risk management solutions. We are a fiduciary to our clients. We understand the unique challenges faced by Financial Advisors, RIAs, Wealth Management Firms, Investment Consultants, Financial Institutions, and Financial Planners in today's dynamic investment landscape. That's why we strive to deliver quantitative, time-tested, and tailored investment solutions to help drive your success.
Positioned at the forefront of the financial industry, we offer a comprehensive range of investment management services and financial products. Our expertise, strategic partnerships, and access to valuable financial research empower us to provide vital independent insights and support.
By quantitatively evaluating evolving market trends, we are committed to revitalizing your investment strategies and optimizing your investment portfolio using on a model-driven approach. For example, our Day Hagan/Ned Davis Research Balanced Portfolio Models, backed by extensive research and analysis, serve as a step-by-step guide for Financial Advisors, RIAs, Wealth Management Firms, Investment Consultants, Financial Institutions, and Financial Planners seeking efficient and scalable investment solutions. These models seek to offer a clear path to constructing diversified portfolios tailored to your client's needs and risk tolerance.
Our commitment to Financial Professionals' education ensures you have the knowledge and resources to make informed investment decisions confidently. Choose Day Hagan Asset Management as your partner to help you achieve your clients’ financial goals. Experience our unwavering dedication, innovative solutions, and comprehensive support as we navigate the dynamic investment landscape.
Together, let's shape your investment future with confidence and success. Your Trusted Partner for Tailored Investment Solutions – It’s Time to Talk To Day Hagan.
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Day Hagan Asset Management Philosophy
of Investing:
Employ an objective and model-based framework.
Utilize only time-tested and robust financial market indicators.
Allocate based on a “weight-of-the-evidence” approach.
Stay on the right side of major trends using trend-following indicators.
View cash as a defensive asset class.
Proprietary Models
Our proprietary models quantitatively interpret the ever-changing market conditions and adjust the portfolio by overweighting areas with the greatest probability of success and underweighting areas of weakness.
The models search for confirmation among many diverse indicators. When they all provide a similar message, the probability of success is much higher. The models’ weight-of-the-evidence approach provides a historically based perspective on current risks and rewards.
The models provide the flexibility to seize opportunities in the marketplace in a rational, model-based, unemotional manner.
Quantitative, Model-Based Framework
Day Hagan Asset Management utilizes a quantitative, model-based framework to define asset allocation.
Successful investing is a disciplined process of understanding the markets, determining the mix of assets that will work best at a given time, and allocating assets accordingly.
Our quantitative models incorporate time-tested indicators that mathematically evaluate economic fundamentals, price trends, and valuation to determine the most attractive asset classes.
Day Hagan Process
Day Hagan Philosophy
Donald L. Hagan, LLC was established in 2004 by Donald L. Hagan, a Chartered Financial Analyst (CFA) in Sarasota, FL. In 2006, Donald L. Hagan joined forces with Arthur S. Day and Linda S. Brown, forming the present-day entity. The company adopted the name Day Hagan Asset Management (dba) to reflect this partnership, a name it has had ever since.
Mr. Hagan commenced his investment career in 1988 at Ned Davis Research (NDR), while Mr. Day began his journey in 1984 with Dean Witter Reynolds. Ms. Brown entered the field of finance operations and administration in 1982, starting at Merrill Lynch.
From the beginning, the company's founders embraced a straightforward philosophy: putting clients first.
At Day Hagan, our investment process revolves around tactical asset management. We actively manage portfolios, as we believe traditional buy-and-hold strategies are no longer as effective. Our disciplined approach to investing aims to mitigate portfolio risk during economic and fundamental declines while increasing exposure when the equity environment shows improvement.