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Active Quant Equities

Our team aims to deliver superior risk adjusted returns through financial statement analysis and construction of high conviction solutions to meet our clients’ goals.

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.

Specialist Solutions

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.