• 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