Analytic Investors Core Equity

The Analytic Investors team has been managing factor-based investments for over 20 years and are pioneers in the discipline. The Analytic Core Equity strategy aims to outperform the S&P 500 Index with expected excess return of 3-4%. Analytic applies a time-tested and dynamic forecasting model of over 70+ factors to build a transparent, highly liquid equity portfolio of 100-200 names. Through proper weighing of the right variables, the long only strategy constructs a portfolio with a tracking error target of 3-4% with similar beta and volatility to the index. 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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