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

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

Our Process

For illustration purposes only

Value Factor

Focused Deep Value

The cheapest, highest quality value stocks

Momentum Factor

Focused Momentum

Stocks with the highest quality momentum.

No Closet Indexing

Focused Exposures

Check out our Visual Active Share Tool.

No Minimum

Exchange Traded Fund

Visit our ETF site for more information.

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Implementation Options

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

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