A CLOSER LOOK: YCHARTS & SUNGARDEN INVESTMENT RESEARCH ABOUT: Sungarden Investment Research is a discretionary money manager running multiple investment styles using proprietary hedged investing strategies. Sungarden invests in stocks for income/longterm capital appreciation, and inverse ETF securities to hedge against major market declines. Executive Summary To provide the services clients need in this complex investment climate, investment firms must adopt a proactive approach designed both for what could go right and what could go wrong. For Sungarden Investment Research, the answer lies in proprietary hedged investing strategies. But supporting these portfolio management decisions requires a high-end research suite. The initial draw for Sungarden was YCharts’ ability to chart

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