By altering the investible universe and target benchmarks, portfolios are available that encompass a broad spectrum of risk and return parameters

Our philosophy is based upon the contention that investors make predictable mistakes in assessing the future prospects of individual companies. The output of our quantitative and fundamental investment process is a numerical ranking for each stock in a particular universe. We believe this rank is highly correlated with the probability that a company will experience future upward earnings estimate revisions as well as unexpected surprise earnings. Since our ranking for each stock is a relative score versus all other stocks, we are able to create a variety of portfolios simply by changing the universe to which we apply our process.

In an effort to provide portfolios that aid our clients in managing diverse multi-asset class portfolios, we have developed strategies that encompass a variety of capitalization ranges, investment styles and risk profiles.