Articles by Innealta Capital
By Innealta Capital Many investors utilize the yield curve shape as an indicator of economic conditions. The relationship between short-term and…
Dr. Vito SciaraffiaChief Investment Officer
Dr. Sciaraffia serves as Chief Investment Officer of Innealta Capital, LLC. In this role, he is responsible for ensuring prudent management of all client assets, designing quantitative strategies, and leading the research activities of the investment team. His professional experience focuses heavily on the quantitative evaluation of equity securities and financial markets. Also, Dr. Sciaraffia is actively involved with clients through conference presentations, training activities, webinars, and written market commentaries. He has been in the financial industry since 2004. Dr. Sciaraffia’s previous work experience includes: Senior Researcher on the Investment Strategy Research Team at Dimensional Fund Advisors, where he conducted empirical asset pricing research, wrote research papers, enhanced the design of investment strategies, and collaborated with their marketing and sales departments by delivering technical presentations to various clients; and Faculty in the Finance Department at the McCombs School of Business at the University of Texas at Austin, where he focused his research on empirical asset pricing and has taught the core Investment Management course and the Quantitative Investment Strategies course for graduate students. In addition, Dr. Sciaraffia has served as a Management Associate in the Investment Banking Division at Citigroup, member of the Market Risk Team at JP Morgan, and consultant to multiple private and public organizations. Dr. Sciaraffia earned his PhD in Business Administration from the Haas School of Business at the University of California, Berkeley. In addition, he has an MA in Mathematics with an emphasis in stochastic processes and an MS in Business from the University of California, Berkeley, an MBA and an MS in Finance from the University of Chile, and a BS in Economics and Management from the Catholic University of Chile.
Josh KocherPortfolio Manager
Josh Kocher serves as Portfolio Manager at Innealta Capital and is part of the senior team in charge of the firm’s core investment solutions. He is also responsible for generating investment ideas across multiple asset classes and providing trading expertise for the actively managed portfolios. Additionally, he is actively involved with clients through conference presentations and written market commentaries. Josh has worked in the financial services industry since 2000. His previous experience includes portfolio management and analyst positions at MKP Capital Management, hedge fund and institutional sales at Credit Suisse, and portfolio management at Susquehanna International Group. While at MKP, he managed portfolios of fixed income, equity, and credit investments, collaborated with marketing and risk management departments, and researched new investment strategies. At Credit Suisse, Mr. Kocher worked on a multi-asset sales team that focused on generating and delivering investment ideas across equities, credit and fixed income. While at Susquehanna International Group (SIG), he managed SIG’s risk arbitrage investing strategies in closed-end funds on the New York Stock Exchange.
Nick BowersBusiness Development Director, CFP®
Nick Bowers serves as head of Business Development at Innealta Capital. In addition to overseeing internal and external sales efforts, he is responsible for servicing key advisory relationships, national accounts, and high-net-worth individuals. In coordination with the investment team, Nick offers insights to clients on capital markets, Innealta’s investment process, and asset allocation principles. Before joining the firm, Nick worked at Dimensional Fund Advisors, where he worked directly with financial advisors and home offices of broker/dealers. Additionally, he was employed by a large LPL affiliated advisory firm, tasked with constructing comprehensive financial plans, in addition to performing due diligence on asset managers and alternative investment opportunities. Nick is a CERTIFIED FINANCIAL PLANNER TM (CFP), and was awarded both a Master and a Bachelor degree in Finance from Louisiana State University.