Analytic Investors Core Equity Plus

The Analytic Investors team has been managing factor-based investments for over 20 years and are pioneers in the discipline. The Analytic Core Equity Plus strategy seeks a better active reward-to-risk ratio than a comparable active long-only strategy. Analytic applies proprietary risk forecasting and optimization to build a transparent, highly liquid equity portfolio of 200-300 names. Through an effective and proven quantitative investment process, the Analytic Core Plus Equity strategy aims to outperform the Russell 1000 Index with excess returns greater than 2%.The strategy takes 130% long and 30% short positions with the aim to outperform the Russell 1000 Index while maintaining similar systemic risks. Analytic uses a proprietary risk-scaling rule that attempts to limit the negative impact of an individual holding on the portfolio to no more than 50bps.

Strategy details

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