Core Value Equity


Our philosophy is driven by two key investment assumptions:

  1. Human bias and emotions are unintentionally introduced into the investment decision-making process with negative long-term effects.
  2. Investment management processes misunderstand the impact of coverage as a source of return, focusing instead on over researching their long positions.

Quantitative Model

Our quantitative model filters larger quantities of data to provide portfolio managers with the framework to objectively build portfolios in response to changing market conditions.

For more information complete the form below to download our Core Value Equity process.

Example Model Output

Core Value Equity Example

Download Datasheet