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
Low Volatility
42 total factor indicators
across value, momentum,
and quality.
7
