Equity
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.
Continuous innovation
While founded on decades of research, continuous innovation is core to the team’s fundamental beliefs.
An active approach to systematic factor-based investing
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.
