Transparency matters. Whether quantitative or fundamental, letting investors know what’s inside an investment process helps build trust. More importantly, it gives you the affirmation that your assets are being managed proactively and responsive to future market conditions.
Unboxing the black box.
Quantitative to resist tendencies and emotion
Investor bias and emotion are often sources of punishment for otherwise savvy stock market investors. Our data-driven approach brings discipline to our portfolios and helps us identify behavior-induced mispricings in the market. It’s a process we’ll take to any market at any point in the cycle.
Fundamental to interpret risk and value relationships
Investment portfolios should be built to look forward. Applying an adaptive analytical overlay to our models helps us interpret risks and trends in a stock or sector before it is reflected in valuation.
“We view quant not as an end to itself but as a means to implement fundamental views.”
David Corris, CFA
Head of Disciplined Equities, Portfolio Manager
Explore our strategies
U.S. equity
| Strategy | Inception Date | AUM (as of 12/31/17) | Benchmark | Performance and characteristics |
| Large-Cap Equity | 10/1/85 | $6.2 billion | S&P 500® Index | View fact sheet |
| Large-Cap Growth | 4/1/96 | $2.2 billion | Russell 1000® Growth Index | View fact sheet |
| Large-Cap Value | 1/1/00 | $3.3 billion | Russell 1000® Value Index | View fact sheet |
| Mid-Cap Value | 1/1/00 | $223.6 million | Russell Midcap® Value Index | View fact sheet |
| Small/Mid-Cap Core | 2/1/01 | $70.4 million | Russell 2500TM Index | View fact sheet |
| Small-Cap Core | 7/1/10 | $177.8 million | Russell 2000® Index | View fact sheet |
| Small-Cap Growth | 10/1/07 | $348.3 million | Russell 2000® Growth Index | View fact sheet |
| Small-Cap Value | 4/1/10 | $557.8 million | Russell 2000® Value Index | View fact sheet |
| Micro-Cap | 7/1/07 | $ 63.1 million | Russell Microcap® Index | View fact sheet |
International equity
| Strategy | Inception Date | AUM ($M) | Benchmark | Performance and characteristics |
| International Equity | 4/1/07 | $1.1 billion | MSCI EAFE Index | View fact sheet |
Low volatility equity
| Strategy | Inception Date | AUM (as of 12/31/17) | Benchmark | Performance and characteristics |
| US Low Volatility Equity | 1/1/11 | $351.9 million | Russell 1000® Index | View fact sheet |
| Global Low Volatility | 4/1/12 | $116.6 million | MSCI ACWI Index (Gross) | View fact sheet |
Long/short equity
| Strategy | Inception Date | AUM (as of 12/31/17) | Benchmark | Performance and characteristics |
| Global Long/Short Equity | 10/1/15 | $28.7 million | MSCI ACWI Index (Gross) | View fact sheet |
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