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Structured

Enhanced Large Cap Core

Objective

The Enhanced Large Cap Core strategy seeks to provide moderate and consistent out-performance relative to the S&P 500 Index.

Investment Approach

 

  • Utilize a rigorous, end-to-end quantitative process
  • Emphasize stock selection as the dominant source of alpha (excess return)
  • Forecast returns via a multi-factor alpha model and construct highly diversified, efficient portfolios
  • Obsessive attention to risk

 

Structured Large Cap Plus

Objective

The Structured Large Cap Plus strategy seeks to provide moderate and consistent out-performance relative to the S&P 500 Index while maximizing risk-adjusted returns.

Investment Approach

  • Utilize a rigorous, end-to-end quantitative process
  • Emphasize stock selection as the dominant source of alpha (excess return)
  • Forecast returns via a multi-factor alpha model and construct highly diversified, efficient portfolios
  • Obsessive attention to risk
  • Seek 130% long positions and 30% short positions

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