The Disciplined Equity team utilizes a quantitative approach to add value over time through superior stock selection while maintaining risk characteristics similar to the benchmark.
Our goal: Deliver more consistent excess returns for our clients.
Our challenge: The stock market is a complex adaptive system, and our analysis must emphasize the most important characteristics at any given point in time.
The solution for our clients: Employ a diverse set of factors, evaluate relative to multiple peer groups, and adapt to evolving market conditions.
STRATEGY FACT SHEETS
PROVEN PROCESS WITH RISK CONTROL