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valuemomentumtrend2018-06-19T08:47:24+00:00

Value Momentum Trend Indexes

The Index seeks to combine focused value, momentum, and trend exposures into one unified process

  • Three-for-One Factor Exposure – The index focuses on value, momentum, and trend

  • Transparent Alternative – The Index is fully transparent and systematic

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

Read our white paper on the Value Momentum Trend Indexes

Index Factsheet
Index Details
Index Returns
AA L/S (SMA)
VMOT (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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Trend-Following

Downside Protection

Trend-following seeks to minimize large losses.

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Affordable Alpha

3-in-1 Factor Exposure

Differentiated risk/return, delivered with transparency

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Interested in Learning More?

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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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