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  CSat's investment objective is to obtain excess returns at low risk by applying proprietary data and analytical technology (US Patented) to opportunities arising from strong (weak) customer relationships (in product markets).
 
 

CSat - Customer Satisfaction Fund

CSat funds invest in large-cap equity securities of consumer goods/services companies traded on US stock exchanges and measured in the American Customer Satisfaction Index (“ACSI”).  Investments in any CSat Fund are based on information from and analysis of ACSI developed by Professor Claes Fornell, the founder of both ACSI and co founder of CSat. We currently manage:

  • Classic – long/short (April 2000)
  • The Market Neutral – based on the same principles as the Classic but with a monthly market sector hedge (June 2006)