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valuemomentumtrend 2017-09-05T17:07:02+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?

ETF Website

Implementation Options

ETF Website
Managed Accounts

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

Looking for a particular strategy?

Long-Only

QVAL Index

US systematic value strategy

Focused Value Factor

No Minimum

Exchange-Traded-Funds

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IVAL Index

Int'l systematic value strategy

Focused Value Factor

No Minimum

Exchange-Traded-Funds

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QMOM Index

US systematic momentum strategy

Focused Momentum Factor

No Minimum

Exchange-Traded-Funds

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IMOM Index

Int'l systematic momentum strategy

Focused Momentum Factor

No Minimum

Exchange-Traded-Funds

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Alternatives

VMOT Index

Liquid Alternative

Value Momentum Trend

No Minimum

Exchange-Traded-Funds

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AA L/S Index

Long/Short Alternative

Leveraged VMOT Index

$1mm Minimum

Managed Accounts

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AAA

Equity & Managed Futures

Advanced Alpha Architect

$5mm Minimum

Managed Accounts

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LTMF

Managed Futures

Long-Term Trend-Following

$1mm Minimum

Managed Accounts

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Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

$100k Minimum

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

$1mm Minimum

Managed Accounts

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Custom Solutions

Tailored for the Client

We Deliver Custom Solutions

$5mm Minimum

Managed Accounts

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Are you ready to become a better investor?

We want you to be better. Let us help.

Contact Us