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Process

Our Fundamental Tilt® approach is a key and distinguishing factor in our proven investment process because it allows us to analyze at the market-segment level. The result is performance that's more "macro" because our portfolios tilt to what we believe will be the best style and capitalization segments (and other thematic elements) within the benchmark.

The process begins as stocks are run through our proprietary multi-factor model and ranked from highest to lowest expected return. Our investment team then focuses on the highest-ranked stocks within the different sectors.

The resulting group is subjected to our portfolio construction process where our distinctive Fundamental Tilt® approach helps identify the stocks that will be included in the portfolio.

We then monitor each portfolio on a daily basis to determine which holdings no longer meet our expectations and make the necessary adjustments.