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

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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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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