Our
Strategies

Tax-Efficient Active Equity

Long-Term Tax-Efficient Risk-Managed Active Equity Exposures

Tax-Efficient Alternatives

Low-Correlation Tax-Efficient Hedge Fund Exposures

Robust Asset Allocation

Affordable Tax-Efficient Risk-Managed One-Stop Retirement Solution
Mission Provide tax-efficient domestic quantitative value active equity exposure for DIY family offices, & high net worth individuals.
Process We seek to buy the cheapest, hiqhest quality value stocks.
Index Performance Quantitative Value (backtest)
Live Performance Quantitative Value (live results)
Background The academic research behind Quantitative Value (QV)

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