S&P 500 Index Strategy

The strategy seeks to replicate the performance of the S&P 500 Index before fees and expenses.

Competitive advantages


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.

Brand Idea

Continuous innovation

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

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.

Contact Us

We look forward to helping you with your investment needs