Maintain one of the world's largest
databases of equity strategies
14+ year history
Perform quantitative and qualitative
screens to identify skillful strategies that
will continue to produce consistent and
reliable performance
Combine portfolios of selected strategies
to create a buy universe of securities
Optimize "Buy" universe to construct a well diversified portfolio of
150 or 200 stocks*
Control portfolio risk while minimizing transaction costs and turnover
Rebalance quarterly
*Large Cap and Small Cap respectively