📄 Factsheet📄 Factsheet

What Set's Us Apart

  • Disciplined quantitative investment process employs multi-factor approaches to country allocation
  • Seasoned investment team holds Ph.D.’s in Finance, Economics and Applied Mathematics and has experience over multiple market cycles
  • Investment process built using Institutional research
  • Utilizes ETFs

Investment Process

  • Employs a Multi-Factor (Smart Beta) Approach to Country Allocation
  • Analyzes over 20 Developed and Emerging Markets
  • Evaluates Country Equity Valuations, Macroeconomic Growth Catalysts, Monetary Policy Profiles, and Indicators of Momentum
  • Identifies Key Macroeconomic Risks, Including currency Overvaluation, Excess Credit Growth, and Market Volatility