Active Quant Equities
US Large Cap Solutions
AUM: $1.3 billion (September 30, 2018)
Our capabilities span large capitalization value, growth and core strategies. We look for fundamental characteristics of stocks that are mispriced or misunderstood by the market and create portfolios to exploit these while maintaining tight risk controls.
US Small Cap Solutions
AUM: $631 million (June 30, 2018)
We look for small capitalization value stocks that are mispriced or misunderstood by the market.
AUM: $583 million (September 30, 2018)
Our clients have asked us for bespoke investment solutions to achieve superior benchmark relative returns in MLPs, Global Natural Resources, Smart Beta and Special Situations.