Serenity Alternative Investments - Investor Pitch Book
Serenity uses a multi-factor model to choose REITs based on three key criteria; Value, Momentum, and Quality. A blended portfolio of REITs with these three characteristics has been shown to historically outperform the benchmark by a statistically significant margin. By re-balancing monthly, our framework is insulated from the behavioral biases that afflict traditional REIT portfolio managers. Combining best practices from quantitative investing with deep knowledge of the REIT industry results in a process that is unique within the REIT space and powerful in its ability to generate alpha.