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focusedfactors 2017-09-05T15:22:04+00:00

Quantitative Value Index

The Index seeks to buy the cheapest, highest quality value stocks

  • Differentiated Value Exposure – The index focuses on enterprise multiples

  • Factor Concentration – The Index is highly concentrated with limited constraints

  • Excess Return Focused – The Index seeks higher returns and volatility than the general market

Read our white paper on the Quantitative Value philosophy

Index Factsheet
Index Details
Index Returns

Our Process

For illustration purposes only

Quantitative Momentum Index

The index seeks to buy stocks with the highest quality momentum

  • Differentiated Momentum Exposure – The index focuses on “frog-in-the-pan” momentum

  • Factor Concentration – The Index is highly concentrated with limited constraints

  • Excess Return Focused – The Index seeks higher returns and volatility than the general market

Read our white paper on the Quantitative Momentum philosophy

Index Factsheet
Index Details
Index Returns

Our Process

For illustration purposes only

Value Factor

Focused Deep Value

The cheapest, highest quality value stocks

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Momentum Factor

Focused Momentum

Stocks with the highest quality momentum.

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No Closet Indexing

Focused Exposures

Check out our Visual Active Share Tool.

Visual Active

No Minimum

Exchange Traded Fund

Visit our ETF site for more information.

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Vist Our ETF Site for More Information

ETF Website

Implementation Options

Exchange Traded Funds
Managed Accounts

Please feel free to reach out if you have questions on implementing our strategies.

Looking for a particular strategy?

Long-Only

QVAL Index

US systematic value strategy

Focused Value Factor

No Minimum

Exchange-Traded-Funds

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IVAL Index

Int'l systematic value strategy

Focused Value Factor

No Minimum

Exchange-Traded-Funds

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QMOM Index

US systematic momentum strategy

Focused Momentum Factor

No Minimum

Exchange-Traded-Funds

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IMOM Index

Int'l systematic momentum strategy

Focused Momentum Factor

No Minimum

Exchange-Traded-Funds

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Alternatives

VMOT Index

Liquid Alternative

Value Momentum Trend

No Minimum

Exchange-Traded-Funds

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AA L/S Index

Long/Short Alternative

Leveraged VMOT Index

$1mm Minimum

Managed Accounts

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AAA

Equity & Managed Futures

Advanced Alpha Architect

$5mm Minimum

Managed Accounts

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LTMF

Managed Futures

Long-Term Trend-Following

$1mm Minimum

Managed Accounts

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Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

$100k Minimum

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

$1mm Minimum

Managed Accounts

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Custom Solutions

Tailored for the Client

We Deliver Custom Solutions

$5mm Minimum

Managed Accounts

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Are you ready to become a better investor?

Let us help.

Contact Us