US Core Equity
QMA’s Core Equity strategies dynamically capture valuation, growth, and quality exposures in diversified portfolios. Our systematic, bottom-up approach targets and combines key sources of alpha and seeks to add value by actively adapting factor weights to changing company growth rates and market opportunities. QMA’s suite of US Core equity strategies includes long-only Core, All Cap, Mid-Cap, and Small Cap Equity. Long-short strategies include US Core Equity Extended, Long/Short, Market Neutral, and Market-Neutral Leveraged.
Non-US Core Equity
Similar to our US Core strategies, QMA’s non-US Core strategies dynamically capture valuation, growth, and quality exposures in diversified global, international, and emerging markets portfolios. Our systematic, bottom-up approach targets and combines key sources of alpha and seeks to add value by actively adapting factor weights within sectors to changing company growth rates and market opportunities. Non-US strategies include Global Core Equity, International Core, All Cap, and Small Cap, Emerging Markets Core, All Cap, and Small Cap, and Global and International All Country Market Neutral.
US Value Equity
With a commitment to deep value and style purity, QMA’s Value strategies apply insights on company fundamentals in a disciplined and repeatable process that seeks to consistently isolate and capture the alpha available in value stocks. We seek to add value by actively adapting valuation factor measures to changing market opportunities. QMA’s Value Equity strategies include Small Cap, Mid-Cap, and Large Cap Value.
Multi-Asset Class Solutions
QMA seeks to enhance return opportunities by actively allocating investment exposures to underlying assets in order to meet objectives and risk/reward profiles. Our investment approach is differentiated by a forward-looking, flexible framework that shifts among and within asset classes based on performance and volatility expectations derived through extensive quantitative and qualitative analysis. Our portfolios offer a wide array of investment strategies across a broad spectrum of potential risk/return characteristics, including traditional and non-traditional asset classes, as well as alternative only portfolios.
Our process is designed to replicate the performance of a broad-based U.S. or international equity index by creating a portfolio with the same characteristics and mix of stocks as the benchmark index.