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About Our Research

Our research offerings blend four primary strengths: Quantitative Analysis, Macroeconomic Analysis, Fundamental Analysis and Derivatives acumen.

Waverly Advisors' Chief Investment Officer Adam Grimes has spent over a decade deeply researching market history, from modern markets all the way back to antiquity, to identify repeatable patterns that provide statistical advantages to investors. Adam has successfully used these tools as a portfolio manager across multiple asset classes in the course of his career. Andrew Barber, the firm's CEO and head of Macroeconomic research, has spent many years researching the interaction between economic and political factors and financial markets. Consistently, Andrew's research has demonstrated that markets are often a leading indicator for economic inflections, and also that investors often underestimate endogenous risk.

Although Adam and Andrew have entirely different investment disciplines, they a have built a successful unified process because their individual research has led them to the same ultimate conclusion: change is constant, but crowd behavior is predictable.

Simply put, if markets were truly efficient it would be impossible for investors to outperform. Fortunately for us, and for all who attempt to make money in the market, inefficiencies do exist because market prices, and even entire economies, are ultimately driven human behavior.