Investing that's powered by
technology, enhanced by people.
Optimized multi-factor strategy
Rather than relying on broad factors alone (like value,
momentum, and quality), our approach is defined
by 12 to 16 primary indicators and 26 to 30
secondary indicators to create a more sophisticated
investment process that seeks to maximize risk-
adjusted returns.
Avoiding value traps
Our multi-factor approach helps to ensure that
undervalued stocks also exhibit strong momentum and
quality, helping to steer clear of weak investments
that can underperform.
Dynamic adaptation to market conditions
Our factor allocation process shifts with economic
changes, allowing us to adapt to inflation cycles,
growth trends, and evolving market risks to keep
portfolios resilient.
Our quantitative investment management process
blends quantitative precision, human oversight, and
dynamic adaptability in an effort to deliver better
outcomes for investors.
A differentiated approach to quantitative investing
Value
14 primary value indicators
28 secondary quality and
momentum indicators
Momentum
12 primary momentum
indicators
30 secondary value and
quality indicators
Quality
16 primary quality indicators
26 secondary value and
momentum indicators
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