The foundation of our thinking.

We embrace a multi-disciplined, systematic process that harnesses analytical power and fundamental insights

Adaptive research, analysis and modeling
Fundamental factors fully-integrated into the investment process
Clear portfolio construction and rebalancing parameters
Strict risk management process

Our structure, resources and process rigor create the potential to deliver repeatable superior results.

Our proprietary model identifies factors most responsible for excess returns>

Applied to benchmark and investable universe according to theme
Wholly-unbiased – relies on data, not theory or intuition
We calculate optimal factor weights through the use of a global country allocation model
The effects of changing market conditions on the factors’ predictive value are continuously monitored
Factors are examined and identified monthly which requires the portfolio to rebalance