Equity Investments

US Mid Cap


We believe that stocks are regularly mispriced due to investors’ overconfidence or overreaction to short-term events such that strong relative risk-adjusted returns can be achieved by systematically identifying high quality companies trading at reasonable valuations as stock prices generally follow business fundamentals over the long-term.


Our investment process integrates proprietary quantitative techniques, fundamental research and refined risk management tools to construct portfolios that, over a market cycle, are designed to deliver consistent excess returns with lower volatility relative to the S&P 400 Index. Risk control is an integral component of our process: quantitative models assess potential risks to profitability, fundamental analysis applies a deeper assessment of risks that may impact earnings quality, and portfolio construction considers the incremental contribution of each security to the portfolio’s target tracking error.