Quantitative Equity

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. To learn more about the process, click here. 

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. To learn more about the process, click here. 

Micro Cap Value

Combining elements of our traditional equity strategies with our quantitative tools, this portfolio concentrates on companies with market capitalizations between $50 million and $500 million. Once a stock reaches twice the upper market cap limit, or $1 billion, it will be sold from the portfolio.

Enhanced Core Russell 1000

This index-driven strategy focuses on the securities within a desired benchmark (i.e. the Russell 1000 or S&P 500). Beginning with all benchmark securities, a model-driven systematic approach is utilized to deselect those securities expected to underperform. The remaining securities are held with a sector-neutral weighting relative to the benchmark.