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

Factsheet
Methodology
Returns
QV/IQV (SMA)
QVAL/IVAL (ETF)

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

Factsheet
Methodology
Returns
QM/IQM (SMA)
QMOM/IMOM (ETF)

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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Strategy Analysis

Implementation Options

Exchange Traded Funds
Managed Accounts

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

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