Quantitative Equity

US Mid Cap Value Equity

Investment Objective*

Long-term Russell Midcap®  Value Index outperformance

 

Investment Approach

Actively managed, multi-factor strategy based on fundamental insights designed to capture the payoff to deep-value companies.

 

Key Features

  • US mid-cap, deep-value focus
  • Live track record since 2007
  • Dynamic factor weighting positions portfolio for payoff to value in different market conditions
  • Unwavering focus on value diminishes style drift
  • Numerous active positions limit concentration risk
  • Highly experienced team provides portfolio oversight and makes continual model enhancements

 

* There can be no guarantee that this objective will be achieved.