The strategy’s objective is to seek long-term capital appreciation. It aims to deliver excess returns within the small-capitalization growth segment of the U.S. equity market. This is achieved by systematically exploiting academically rooted, empirically tested equity premia while maintaining broad diversification within and across industries.
STRATEGY OVERVIEW
- Focused Exposures
- Small Caps
- Low Relative Price
- High Quality
- Positive Momentum
- Diversification Across
- Securities
- Sectors
- Premiums
