Voloridge Investment Management, LLC

Voloridge Investment Management, LLC is an investment management firm based out of Orlando, Florida. The company was originally established in 2009 by founder David S. Vogel, who is still with the company today acting as its CEO, CTO, Chief Scientist, and managing member. Voloridge Investment Management conducts its research internally and externally, utilizing a quantitative methodology that is “focused on applying mathematics and technology to exploit alpha opportunities.” The company invests with a long term approach, investing in the public equity markets on a global scale. Voloridge Investment Management invests most heavily in the consumer discretionary sector, which alone makes up over a quarter of the firm’s total asset allocations, and also invests in the information technology, which makes up over another fifth of its allocations, consumer staples, finance, utilities and telecommunications, and industrials sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company, although having a long term scope, does not keep its allocations for long, holding its allocations for only 0.42 quarters on average and holding its top 10 allocations, which makes up just under a third of its total allocations, just 0.2 quarters on average. In the most recent quarter, Voloridge Investment Management had a turnover rate of approximately 197.7%. Voloridge Investment Management manages over $4.1 billion in total assets under management spread across 10 accoutns, all of which are discretionary. Both of the firm’s total number of accounts and total assets under management have been increasing in recent years with its total assets under management growing significantly from just $10 million back in 2010 to hundreds of times over that amount today. Voloridge Investment Management mainly caters to corporations and pension and profit sharing plans, each of which make up over a third of its client base and which together make up over 90% of its attributed assets.