Boggess Asset Management

Boggess Asset Management is a quantitative investment manager that provides discretionary portfolio management to pooled investment vehicles and single-investor funds for qualified and accredited investors, family offices, charitable foundations, and fund-of-funds. The firm’s client base is institutional and high-net-worth oriented rather than retail, and it commonly uses asset-based fee arrangements typical of its peer group.

The firm implements systematic, factor-based strategies that combine machine learning and AI-driven models with principle-driven fundamental valuation techniques—described in the brochure as a Margin of Safety and a Wholistic Valuation Framework—applying a simultaneous top‑down and bottom‑up allocation process. Strategies are delivered through funds that include momentum, a total‑return product with a value overlay, a risk‑parity allocation vehicle, and an insurance‑focused fund, with portfolio construction and risk oversight governed by an investment committee.

Distinctive features include a time‑and‑materials Portfolio Analysis service billed on an hourly basis, an uncommon billing option among managers of pooled vehicles, and an SVO Insurance fund built around NAIC‑designated instruments aimed at insurance clients. The firm also operates a private investment vehicle reserved for officers and key employees, manages a relatively small reported asset base while running multiple institutional-style strategies, and relies on prime brokerage and third‑party fund administration to support its systematic operations.