Quantitative Strategy

The Quant Sector is a sector dedicated to our Quantitative Strategy and manages a 2% allocation. Currently, that allocation is dedicated to our proprietary Value Composite 2 (VC2) algorithm, which has outperformed its benchmark $SPY by nearly 12 percentage points since its inception in March of 2022.

Sector Head of the Quantitative Sector

Locke Adams

Our Leadership

Our Process