Our Investment Strategies
The direct application of our quantitative philosophy. We offer a diverse menu of strategies across multiple asset classes, designed to provide targeted exposure to different market segments and investment styles.
Equity Strategies
US Large Cap Growth
We invest in 60-75 competitively advantaged US large-cap growth stocks, leveraging innovation and change for rapid earnings and cash flow growth. We're patient investors, building positions in high-conviction companies at attractive valuations relative to their long-term potential.
US Large Cap Value
Our "best ideas" portfolio targets 60-65 overlooked US large-cap companies. We seek high-quality businesses with strong management, solid balance sheets, and durable earnings, trading inexpensively relative to their history, sector, or the broader market.
Non-US International ADR Core
This thematic growth portfolio diversifies globally across geographies, economies, and demographics. We aim for long-term capital appreciation by investing in non-U.S. securities of varying market capitalizations.
ETF Strategies (Index Advantage)
US Small/Mid Cap Core
Seeking long-term capital growth, this fund typically invests at least 80% of its net assets in small-cap companies. Our team builds portfolios of companies with high or improving return on invested capital, quality management, strong competitive positions, and compelling valuations.
International Non-US
Our strategy targets returns higher than the MSCI EAFE Index. We build portfolios using ETFs across large, mid, and small-cap non-US equities, encompassing growth, blend, and value styles. This strategy combines strategic and tactical allocation to provide broad international equity exposure.
Global
Aiming for returns exceeding the MSCI All Country World Index, our Global strategy invests in US and non-US equity ETFs across all market capitalizations (large, mid, small) and styles (growth, blend, value). This 50% strategic/50% tactical allocation offers comprehensive equity market exposure.
Fixed Income Strategies
Custom Fixed Income
Tailored to your unique objectives, our Custom Fixed Income strategy builds personalized portfolios using a wide range of fixed income instruments. We design solutions to meet specific risk tolerances, income goals, and duration targets, delivering a truly bespoke fixed income allocation.