Our Investment Philosophy

The investment philosophy at Blumeyer Investment Partners focuses on capitalizing on inefficient markets.  The firm prioritizes research and trading in all sectors.

We tenaciously backtest different trading strategies to find the optimal trading event-driven situations, while also weighing risk factors that are related to our "fundamental vs social sentiment" short-term driven momentum.

Currently, we are backtesting a trading strategy we have labeled as the Red-tailed Hawk Strategy.  This event-driven strategy currently doesn't rely on derivatives to hedge, but uses BUY or SELL orders with a heavily-focused on optimal "few and far" event-driven trading opportunities.

BIP used to pride itself with positioning its portoflio on capitalizing on high-percentage returns on theta: the combinations of DITM Options, S. Strangles, and offensive hedging strategies that might encounter an increase in systematic risk help our portfolio maintain our position-sizing and help us navigate through the "choppy waters" during increases in shocks in the financial markets.  However, in the last few months (especially after the tariffs first went into effect), the financial markets have proven to be surprisingly resilient and over-forgiving to short-term short-comings.  For instance, if a firm was able to expand investment and to reallocate their geographical diversification to fit shareholders' expectations better, the tractability in itself has proven to be a popular positive indicator (even the firm is going against their long-term goals and what they know they need to do).  The morning increases in stock prices have created this ongoing "keep going" mentality, while making risky global plays (due to the tariffs) could simply just make the firm appear to take on extra and unneeded risk.

Along with growing as a startup (which is crazy and RISKY, but for the greater good to have an outstanding impact with great people one day), our newest strategy involves implementing the star quality of private management.

Lately, most of the trades at BIP involve derivatives, specifically structuring Advanced Diagonal Spreads, which we would highly consider to be one of our favorite types of trades during a market that is both uncertain, yet incredibly tenacious (espeically in the IT Sector).  With that said, BIP's focus is to grow capital, educate our followers and clients with insightful and "straight to the point" education, and to collaborate productively and meaningfully in the workspace in investment management.

Follow BIP on LinkedIn HERE at: https://www.linkedin.com/company/blumeyerinvestmentpartners