Core EquityCoreEquity

Our systematic investment strategies are grounded in financial and fundamental analysis. Valuation theory guides our belief that companies are dynamic, so we use non-static factors to evaluate them.

We limit exposure to common risk factors while balancing transaction costs and client-directed restrictions to capture alpha on a consistent basis.

All of our Quantitative Equity strategies are available with customization, including sustainable investing and tax management incorporation, so you can be sure your investment beliefs are taken directly into account.

QMA’s Quantitative Equity investment team has been managing multi-factor portfolios for decades, bringing their wealth of experience to navigate through multiple market cycles. The team’s ongoing research results in continual model enhancements.