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Acclivity Investment Strategies
Diversified by Syntax
Small Cap Value
This strategy provides diversified exposure to the smallest and lowest relative priced securities in the US equity market. Within its universe, the strategy focuses on high-quality securities with strong price momentum.
Mid Cap Multi-Style
This strategy provides diversified exposure to middle capitalization US equity securities. Within its universe, the strategy focuses on high-quality securities with strong price momentum.
Small Cap Growth
This strategy provides diversified exposure to the smallest growth securities in the US equity market. Within its universe, the strategy focuses on high-quality securities with strong price momentum.
U.S. REIT
The strategy provides exposure to publicly traded U.S. Real Estate Investment Trusts (REITs). Within its universe, the strategy focuses on high-quality securities, with low relative prices and positive momentum.
Thoughtful design and careful implementation allows for proper exposure to those characteristics associated with higher expected returns
Acclivity Investment Approach
Portfolio Design and Implementation Process
Academic Research underpins all aspects of our integrated investment approach
Meet Our Team
Our multidisciplinary team possesses several advanced degrees, including PhD, MBA, and MS from top academic institutions. In addition, our portfolio managers have an average of over 15 years of industry experience.
Brandt Green, CFA
Yunqing Li, FRM
Tu Lyu
Javier Arriagada
Dr. Sheridan Titman
Franco Fava
Dr. Vito Sciaraffia
Francisco Simian
Alfred Zhang, CFA, FRM
Dr. Gonzalo Maturana
Nick Bowers, CFP
