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Our Strategies...

Quantitative Core Equity
A quantitative, disciplined approach that seeks to add value over a benchmark by systematically identifying and exploiting investor mistakes resulting from human bias. QMA develops rigorous, advanced-generation investment models, based on internal research and external studies on investor behavior, to identify opportunities in both US and global markets.

Value Equity
A disciplined, quantitative approach that seeks to objectively and systematically identify undervalued stocks that have the potential to provide above-average performance as their prices rise to their long-term “normal” values.

Equity Indexing
A risk-controlled quantitative approach that seeks to effectively track the performance of a client-specified benchmark.

Asset Allocation
A quantitatively disciplined approach that allocates clients’ assets among a broad array of investment strategies and seeks to add value relative to a passively managed, customized benchmark portfolio.

Structured Equity
A disciplined, quantitative approach designed to provide customized solutions to client-specific risk-return objectives by synthetically creating desired investment exposures using a combination of derivatives and physical securities.







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