Three ways to invest
We work to deliver high exposure to stocks exhibiting the characteristics you select.
Companies with high predicted or historical dividend yield.
Companies whose stock prices are low relative to their fundamental value.
Companies with high profitability, stable earnings, and low leverage.
Companies exhibiting strong relative performance measured by recent 12-month returns.
Portfolio with lower volatility than the benchmark index.
Choose from sets of strategies made up of popular factor combinations.
Value, momentum, profitability
High exposure to companies with low price-to-book ratios, strong relative performance, and high profitability.
Value, size, profitability
Broad US portfolio with high exposure to companies with low price-to-book and price-to-earnings ratios, with an overweight to small- and mid-cap market segments.
Custom factor strategies
Customize exposures based on your clients’ needs.
Latest insights and research