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NS Capital LLC is a Registered Investment Adviser. NS Capital and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which NS Capital maintains clients. NS Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. NS Capital’s web site is limited to the dissemination of general information pertaining to its advisory services, and through the NS Blog access to additional investment-related information, publications, and links.  Accordingly,  NS Capital’s web site on the Internet should not be construed by any consumer and/or prospective client as NS Capital’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by NS Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of NS Capital, please contact the SEC or the state securities regulators for those states in which NS Capital maintains a notice filing.  A copy of NS Capital current written disclosure statement discussing NS Capital’s business operations, services, and fees is available from NS Capital upon written request. NS Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NS Capital’s web site or incorporated herein, and takes no responsibility such content.  All such information is provided solely for convenience purposes only and all users should be guided accordingly.

 

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Beta Due Diligence

What We Want

In our beta strategies the goal is to gain exposure to basic market returns – known as "Beta" – as efficiently as possible. For us, that means:

  • Investment products that have distinct and defined boundaries and invest only where and how we desire. This usually means replicating a specific market through an index, such as the S&P 500 index.

  • Investment products that are low-cost, highly liquid, and tax-efficient.

  • Investment products provided by reputable investment companies, such as Vanguard, BlackRock, StateStreet, Charles Schwab, and WisdomTree.

  • Investment products that are exchange-traded, which means they must also meet the listing standards of the NYSE or the NASDAQ.

 

How We Decide

The NSCIC references its intellectual resources to construct a fundamental macro-perspective of the current investment landscape. This perspective provides a foundation for determining the appropriate asset classes and weightings for our beta strategies. We then validate our foundation by leveraging our network of third party index providers (Vanguard, BlackRock, StateStreet, Charles Schwab, Wisdom Tree, etc.) to stress-test our ideas and provide new insights.

 

This process is routinely executed to ensure our perspective is always ahead of the pack.