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
Value Factor
Focused Deep Value
The cheapest, highest quality value stocks
Momentum Factor
Focused Momentum
Stocks with the highest quality momentum
Trend-Following
Downside Protection
Trend-following seeks to minimize large losses.
Affordable Alpha
3-in-1 Factor Exposure
Differentiated risk/return, delivered with transparency
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Looking for a particular strategy?
Long-Only
QVAL Index
US systematic value strategyFocused Value Factor
No Minimum
Exchange-Traded-Funds
IVAL Index
Int'l systematic value strategyFocused Value Factor
No Minimum
Exchange-Traded-Funds
QMOM Index
US systematic momentum strategyFocused Momentum Factor
No Minimum
Exchange-Traded-Funds
IMOM Index
Int'l systematic momentum strategyFocused Momentum Factor
No Minimum
Exchange-Traded-Funds
Alternatives
VMOT Index
Liquid AlternativeValue Momentum Trend
No Minimum
Exchange-Traded-Funds
AA L/S Index
Long/Short AlternativeLeveraged VMOT Index
$1mm Minimum
Managed Accounts
AAA
Equity & Managed FuturesAdvanced Alpha Architect
$5mm Minimum
Managed Accounts
LTMF
Managed FuturesLong-Term Trend-Following
$1mm Minimum
Managed Accounts
Custom Asset Allocation
RAA Index
Tactical Asset AllocationRobust Asset Allocation
$100k Minimum
Managed Accounts
1042 QRP
Affordable QRP SolutionESOP Rollover Solution
$1mm Minimum
Managed Accounts
Custom Solutions
Tailored for the ClientWe Deliver Custom Solutions
$5mm Minimum
Managed Accounts