Alpha Quant® Quality Equity

Alpha Quant® Quality Equity is a high conviction, high quality portfolio consisting of 30 stocks that display sustainable profitability and growth fundamentals. The strategy aims to be focused in large-caps with the flexibility to hold mid-cap stocks.

The portfolio will typically display strong profitability in terms of return on invested capital as compared to the benchmark and peers.

The portfolio is managed with a fundamentally based, systematic process with quarterly portfolio adjustments to maintain the portfolio’s focused fundamental profile.