SOURCE: AmericaFirst Capital Management

AmericaFirst Capital Management

March 01, 2012 14:55 ET

AmericaFirst Capital Management Announces Launch of Its New Corporate Bond Investment Model

SACRAMENTO, CA--(Marketwire - Mar 1, 2012) - AmericaFirst Capital Management has developed a quantitative model by which to invest in corporate bonds. The AmericaFirst Bond Trends Model (the "Model") is rules-based and has been comprehensively backtested to gauge its effectiveness in a broad variety of economic conditions and market cycles. This is in line with AmericaFirst's core investment philosophy of utilizing data driven, quantitative backtested models to manage a variety of investment strategies.

In commenting on the Bond Trends Model, Rick Gonsalves (CEO & Portfolio Manager) mentioned: "The Model provides one of the first quantitative approaches to owning corporate bonds available to investors through a mutual fund vehicle. By creating a consistent and repeatable process, we are able to observe the Models performance since 1995 and eliminate emotional response from the investment process."

When asked how the Model determines which bonds to own, Gonsalves replied, "The Model is cutting edge in that it combines traditional bond analysis such as current yield, yield to worst, duration and default status with an analysis typically reserved for stocks and commodities such as relative strength and technical indicators. The Model selects from a universe of over 500,000 corporate bonds."

The historical performance of the Model, indicates the opportunity to achieve attractive current yield with low volatility as compared to other investment types. According to Gonsalves, "on a hypothetical basis, the Model's performance has over time achieved stock-like returns with half the volatility... all while paying a handsome current yield." AmericaFirst has incorporated the Bond Trends Model into its existing family of Quantitative Mutual Funds.

The quantitative and rules-based process is a key component to the AmericaFirst investment management approach. It helps answer the three primary concerns of an investor which are: What to Buy, When to Buy and When to Sell.

About AmericaFirst Capital Management, LLC

AmericaFirst Capital Management, the adviser to the AmericaFirst family of Quantitative Funds, is a Northern California-based investment management firm. The core investment philosophy of AmericaFirst is the use of comprehensive, data driven, backtested models to eliminate emotional response from the investment process. AmericaFirst's investment strategies include equity, income, defensive and absolute return investment vehicles. Additional information is available at Investors interested in AmericaFirst's research model may also contact the firm at (916) 787-9940.

Mutual Funds involve risk, including possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund. This and other important information about AmericaFirst's family of Quantitative Mutual Funds is contained in their respective prospectus, which can be obtained by calling 1-866-960-1355 or The prospectus should be read carefully before investing.


Contact Information

  • Contact:
    Robert G. Roach, Jr.
    AmericaFirst Capital Management, LLC
    Tel. (916) 787-9940