About John Rothe
Welcome to the Substack of John Rothe CMT, Portfolio Manager and Founder of ARTAIS Capital Management. This publication exists for a simple purpose: to help investors gain clarity, confidence, and risk awareness in a market environment that changes faster and more dramatically than traditional investment strategies were designed for.
With nearly 30 years of professional portfolio management experience, I’ve managed money through bull markets, bear markets, periods of extreme volatility, and structural shifts that challenged long-held Wall Street assumptions. Over those decades, I’ve learned what works, what doesn’t, and—most importantly—what actually helps investors protect what they’ve built.
That philosophy led to the creation of ARTAIS, which stands for:
Absolute Returns Through Adaptive Investment Strategies.
It’s more than a name—it’s the framework that guides how I manage portfolios and how I think about risk, opportunity, and long-term investor success.
Why This Substack Exists
Most investors approaching or in retirement want the same thing:
to protect their wealth and stay aligned with opportunity.
Yet many rely on strategies built for a different era—static allocations, broad diversification, or “stay the course” guidance that often leaves portfolios exposed at the wrong time.
This Substack is designed to give you clear, objective insights into:
How markets evolve and why leadership rotates
How momentum and relative strength help identify opportunity
How risk truly behaves during major market disruptions
How adaptive, rules-based strategies can help investors avoid avoidable losses
What long-term investors should pay attention to (and what they should ignore)
If your goal is to make sense of the market and invest with a greater sense of calm and clarity, this publication is for you.
About John Rothe
I began my investment career on Wall Street, working with U.S.-based clients at Morgan Stanley and Oppenheimer. In 2006, I founded what is now ARTAIS Capital Management to bring a more adaptive, disciplined approach to portfolio management—one built around data, momentum, relative strength, and structured risk controls.
Over the years, my work and commentary have appeared in:
CNBC
Forbes
Reuters
US News & World Report
InvestmentNews
Financial Planning Magazine
National radio broadcasts on the Wall Street Business Network
My goal has always been the same: to help investors understand the market through a lens grounded in experience, not speculation.
What Is the ARTAIS Framework?
After decades of navigating real market environments, I developed the ARTAIS Framework as a structured, rules-based approach to portfolio management. It is built on three core principles:
1. Participate in areas of market strength
Momentum and relative strength help identify where leadership is emerging.
2. Reduce exposure when risks rise
Risk is not constant—our approach adapts to evolving conditions.
3. Remove emotion from decision-making
A disciplined process helps investors stay aligned with the market rather than reacting to it.
This framework is designed for investors who want thoughtful risk management and a strategy built for today’s markets.
Start Here: A 4-Minute Overview of the ARTAIS Strategy
If you’re new to ARTAIS Capital Management or want a quick explanation of our investment philosophy, begin with this short video:
👉 Watch the 4-minute ARTAIS overview video:
https://www.artaiscapital.com/an-introduction-to-artais-capital
It explains how the adaptive methodology works and why it may help investors better navigate market uncertainty.
Who This Substack Is For
This publication is built for:
Investors approaching or already in retirement
Individuals with meaningful savings who want a more thoughtful approach to risk
Professionals who value clarity over complexity
Anyone seeking a deeper understanding of how markets behave
Investors who want to learn how adaptive strategies work in practice
Everything here is written with the same goal:
to help you become a more informed, more confident investor.
What You Can Expect Here
Subscribers will receive:
Market Insights
Clear explanations of what’s driving markets, leadership shifts, and risk behavior.
Educational Articles
Topics such as momentum, relative strength, diversification limitations, recovery math, and risk frameworks.
Adaptive Strategy Commentary
What an adaptive approach looks like in real market conditions.
Portfolio Resilience Concepts
How investors can think about protecting wealth while staying open to growth.
Occasional Video Updates
Including deeper dives into market structure and risk signals.
All content is designed to be accessible, not academic—professional insights without the jargon.
A Complimentary Portfolio Risk Assessment
For prospective clients of ARTAIS Capital Management, we offer a complimentary Portfolio Risk Assessment.
This review helps investors understand:
How their current portfolio may behave in different market conditions
Vulnerabilities not visible in traditional allocation models
Concentration risks, correlation behavior, and drawdown exposure
Areas of potential strength and opportunity
This assessment is educational and designed to provide clarity—not pressure or sales tactics.
Looking Ahead
The investment landscape will continue to change. Markets evolve. Leadership rotates. Risk never stands still.
What remains constant is the need for strategy, discipline, and adaptability.
Whether you’re here to learn, explore new ideas, or gain a deeper understanding of how adaptive investing works, I’m glad to have you.
Thank you for joining me.
— John Rothe, CMT
Founder & Portfolio Manager
ARTAIS Capital Management
Required Disclosure
This publication is for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. The views expressed are subject to change and may not reflect current market conditions. ARTAIS Capital Management is a Registered Investment Adviser.
