schreiner capital - our history

10
Our History Founded 1989

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Page 1: Schreiner Capital - Our History

Our History Founded 1989

Page 2: Schreiner Capital - Our History

1989 Roger Schreiner founds Schreiner Capital Management on the

principles of providing superior risk-adjusted returns through the

use of quantitative investment models based on momentum and

trend following.

FOUNDING OF SCHREINER CAPITAL MANAGEMENT

Classic Sector Allocation | Mr. Schreiner is the industry pioneer in

“quantitative sector rotation,” an investment process that rotates

among the strongest industry sectors of the domestic economy.

Page 3: Schreiner Capital - Our History

1996 Schreiner Capital launches its second sector rotation discipline,

Dynamic Sector Rotation—a more aggressive approach to

investing in the hottest US industry sectors.

DYNAMIC SECTOR ROTATION

Standing the test of time | Both Classic Sector Allocation and

Dynamic Sector Rotation have been used by SCM clients since they

were launched by the firm decades ago. Schreiner’s commitment to

actively managed investments is unwavering.

Page 4: Schreiner Capital - Our History

2003 Schreiner Capital introduced it’s first long/inverse investment

strategy, which provided investors with the opportunity to

grow their investments in both up- and down-markets.

TACTICAL ALPHA

An Alternative Investment Strategy| Since its inception in 2003,

Schreiner Capital has been providing clients with a range of alternative

investment strategy that are uncorrelated with traditional market indexes.

Page 5: Schreiner Capital - Our History

2007 Seeking to expand beyond its domestic approach, Schreiner

Capital launches an International ETF rotation strategy.

ETF INTERNATIONAL ROTATION

International ETFs | Responding to clients’ demands for a

better way to add international diversification without being fully

exposed to the volatility of international markets

Page 6: Schreiner Capital - Our History

2008 Schreiner Capital expands to a globally diversified

approach, using ETFs and tactical allocation to create a

tactically managed, globally diversified strategy.

GLOBAL MACRO STRATEGY

Compatible Philosophies | Building on 22 years of investment

experience to bring investors a comprehensive, globally diversified

and actively managed solution

Page 7: Schreiner Capital - Our History

2010 DYNAMIC INVESTOR NEWSLETTER

Get your FREE Subscription, today at www.scminvest.com

Schreiner Capital expands its reach by publishing its

Dynamic Investor newsletter. Authors Roger & Brian

Schreiner help investors navigate current market and

economic conditions.

Roger Schreiner CEO & Chief Investment Officer

Page 8: Schreiner Capital - Our History

2013 CALCULATED SUCCESS BLOG LAUNCH

Visit our blog at www.calculated-success.com

Schreiner Capital is in the blogosphere! Sign-up on the blog to

receive automatic updates.

Like us on Facebook, follow us on Twitter,

join us on Google+ and Linked-In.

Page 9: Schreiner Capital - Our History

2003

ALTERNATIVE

INVESTMETNS

2008 1989

1996 2007

INTERNATIONAL

INVESTING

GLOBAL

MACRO

STRATEGY

SCM

IS

ESTABLISHED

DYNAMIC

SECTOR

ROTATION

2010

EXPANDED

NEWSLETTER

2013 Calculated Success

Blog Launched

Page 10: Schreiner Capital - Our History

A Special Thank You To all of our clients, who have made our life’s work a true joy.