Quantitative Equity
Utilizing fundamental characteristics, our Quantitative Equity platform employs robust models that systematically combine value, contrarian and momentum factors to identify undervalued stocks. Our research has proven that the factor categories that determine stock price performance often vary across economic sectors and capitalization ranges. Due to the number and unique combinations of factors utilized, our sector-specific models allow us to efficiently and unemotionally analyze the designated universe of stocks, providing productive, objectively determined buy and sell decisions.
QVM: Large Cap
Launched in 1994, this strategy focuses on the 1000 largest companies that are available for purchase on U.S. stock exchanges. Utilizing 8 separate WEDGE-defined sectors, this portfolio applies a model-driven systematic approach to large cap value investing.
QVM: Small/Mid Cap
This strategy is based on our long history of quantitative equity investing in QVM - Large Cap and focuses on the 501st to 2500th largest companies traded on U.S. stock exchanges. Utilizing 10 separate WEDGE-defined sectors, this portfolio applies a model-driven systematic approach to small-mid cap value investing.
