Strategies & Capabilities

Active Quantitative Equity (AQE)

Our Latest Thinking

Sam Island, Balance

AQE Strategies

How can our capabilities help solve your investment problems?

78% of our Active Quantitative Equity strategies beat their benchmarks over a five-year horizon.*

How We Work

1. Identify an investment problem and the investment intuition about that problem
2. Develop a well-informed, testable hypothesis based on strong economic rationale
3. Identify an effective method and the relevant metrics to test the hypothesis
4. Build the model and test the hypothesis
5. Incorporate the signal into the stock selection model

Searching The World For Alpha

Meet the Team


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