We continually research and test hypotheses to learn more about factors, tax optimization, and values-based portfolio decisions.
Our Approach
Learn
Build
We build highly systematic, and therefore repeatable, investment strategies that showcase what we've uncovered in our research.
Share
We share our broad findings through content and product. Our Custom Indexing platform Canvas® allows allocators to seamlessly build personalized tax-optimized portfolios on demand.
Where We Excel
We offer a broad range of carefully researched factor-based investment strategies designed to align with client objectives — from micro-cap to large cap value, and including multi-capitalization and international strategies.
Canvas Custom Indexing
Canvas Custom Indexes are built and managed through advisor-facing software leading to a new investment reality: low-cost, personalized portfolios that increase operational efficiency.
Separately Managed Accounts
Market Leaders Value seeks to provide long-term growth by investing in mostly large cap domestic equities. The strategy seeks market-leading companies that meet our quality criteria with attractive valuations and high “shareholder yield” — which combines a company's annual dividend and its annual rate of stock buybacks.