Equity

Global Equity Income Strategy

The strategy pursues long-term capital appreciation and aims to deliver positive excess returns relative to the Russell 2000 Index® by using a disciplined “active quant” approach that combines systematic quantitative modeling with qualitative validation.

Products offered

Separate Account
- Global Equity Income

Active approach

The team’s active approach to systematic factor-based investing aims to generate alpha for their clients superior to passive approaches.

Cutting edge but transparent portfolios

Clients benefit from the latest cutting-edge techniques with full transparency into the drivers of risk and return in their portfolios.

Continuous innovation

While founded on decades of research, continuous innovation is core to the team’s fundamental beliefs.

Investment approach

An active approach to systematic factor-based investing

A fundamental approach, systematically implemented

The team’s approach is grounded in fundamental insights that are implemented systematically, resulting in intuitive portfolios.

Dynamic approach to factor selection

Thoughtful factor definitions combined with a dynamic modeling framework enable flexibility to adapt to changing market conditions.

Multi-dimensional risk management

The team maintains an intense focus on managing risk models and tools to effectively manage risk and control for unintended exposures.

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Composite performance

Average annual returns

(as of 3/31/2024)

	1M	3M	YTD	1Y	3Y	5Y	10Y	Inception
Composite (Gross)	4.77	11.58	11.58	26.42	9.02	10.11	8.65	10.24
Composite (Net)	4.72	11.42	11.42	25.64	8.32	9.38	7.91	9.50
Benchmark	3.14	8.20	8.20	23.22	6.96	10.92	8.66	9.75

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Calendar year

	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Fund	20.68	-16.30	21.27	5.02	22.51	-10.03	23.72	9.25	-3.20	6.65
Benchmark	22.20	-18.36	18.54	16.25	26.60	-9.41	23.97	7.86	-2.36	4.16

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Our team

Meet the investment team

The team believes company returns are predictable based on quantitative factors. They seek to systematically harvest these factors to generate alpha for their clients.

View Team

Justin Carr

Portfolio Manager

Vince Fioramonti