Optimized Large Cap Value
Large Cap Value
This is a mid-range tracking error, large cap value product driven by our quantitative algorithm. Models include Discounted Cash Flow, Earnings Momentum, Insider Transactions and a comprehensive Quantitative Equity model. Our flexible risk-control process allows us to build portfolios with risk and return targets specifically tailored to meet each individual client's needs.
Characteristics

Optimized Midcap Core Vs. Russell Midcap
Midcap Core
Characteristics

Optimized SMid Core
Small-to-Midcap Core
This is a SMid (small-to-midcap) core product driven by our quantitative algorithms. Models include 20 distinct industry group models plus a cross-sectional application of Discounted Cash Flow, Earnings Momentum, Insider Transactions models. Our flexible risk-control process allows us to build portfolios with risk and return targets specifically tailored to meet each individual client's needs.
Characteristics

