Redefining the Investment Landscape

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

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Optimized Midcap Core Vs. Russell Midcap

Midcap Core

This is a mid-range tracking error, midcap core 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

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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

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