A Core Equity Strategy for All Markets
The Quality Low Volatility strategy is designed to build a portfolio with lower equity volatility, avoiding sector concentrations and overvalued stocks that can lead to unintended risks.
The Quality Low Volatility strategy that seeks to build a diverse, higher quality and lower volatility portfolio that delivers strong up-market participation and down-market protection. Our portfolio construction process and active risk management is designed to avoid sector concentrations, high correlations and overvalued stocks that may limit upside market participation.
STRATEGY HIGHLIGHTS
A Multi-Factor Model with Quality and Low Volatility
Proprietary factor definitions, smart multi-factor construction and efficient use of risk come together to pursue predictable outcomes.
Quality
The Quality factor targets companies with efficient management, profitability, and strong cash flows.
Quality strategies seek to provide excess returns by investing in companies that are better positioned for short and long term growth.
Low Volatility
The Low Volatility factor targets companies
with less volatile cash flows.
Low Volatility strategies seek to provide
excess returns by minimizing losses in
recessions while participating in the growth
seen in expansionary phases.