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Alpha Quant Models licenses independent research, proprietary indexes, and model portfolios to financial intermediaries, advisors and institutional investors.
Featured Insight
Is it time to rotate into small-caps? Alpha Quant Models LLC examines the relationship between small- and large-caps in various economic regimes, relative valuations, and trends in fundamentals.
While the broad small-cap universe may face challenges in declining profitability, Alpha Quant offers fundamentally based insights to add value over market benchmarks.
News
Alpha Quant Value separately managed account strategy awarded Top Guns "Manager of the Decade" designation by PSN Informa for the third year in a row, for the ten-year period ending December 31, 2023.
This strategy is based on investment models licensed from Alpha Quant Models LLC.
Proprietary Indexes and Model Portfolios
Equities
Fundamentally-driven, rules-based focused equity strategies.
A Quantitative Approach to Fundamental Investing:
Alpha Quant equity strategies represent the intersection of index and active management. Goals oriented strategies are based on intuitive, fundamental concepts with economic grounding and implemented in a rules-based, disciplined, repeatable approach. Strategies display high active share and consistently display significant factor exposure.
The Alpha Quant team has been developing and managing focused factor portfolios since 2007.
ETF Strategies
Equity Sector Allocation Strategies Employing ETFs
Alpha Quant ETF strategies leverage company factor analysis in bottom-up driven sector rotation implementation.
Proprietary Indexes
Rules-based strategy indexes to capture sector and style factors throughout the business cycle.
The SmartALPHA® indexes provide targeted exposure to defensive and cyclical growth and value factors. These indexes may serve a role in adjusting risk in portfolios and tilting portfolios based on market views.