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Strategies

Active Equity

Designed to deliver consistent, long-term risk-adjusted returns through a systematic investment approach.

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Principles of Investing

Focus on Persistent Sources of Excess Return

Our strategies target systematic sources of excess return that have been proven over long periods.

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Principles of Investing

Seeking to Improve Risk-Adjusted Returns by Integrating a High-Quality Foundation

The inclusion of a proprietary quality factor roots our security selection process in strong company fundamentals and has shown to potentially improve risk-adjusted returns over time.

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Potential Improvements in Sharpe Ratio for Factor-Mimicking Portfolios Driven by Addition of the Quality Factor

Source: Morningstar, Northern Trust Asset Management.December 31, 1996 to June 30, 2023. Past performance is no guarantee of future results. Index performance returns do not reflect any management fees, transaction costs, or expenses. It is not possible to invest directly in any index. Indexes are the property of their respective owners, all rights reserved.

Principles of Investing

Utilize a Systematic Approach to Maximize Efficiency

Generating excess returns is important but risk and cost effectiveness are critical. We believe utilizing a systematic investment approach enables our strategies to seek to deliver on all three objectives consistently.

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A Systematic Approach Maximizes Efficiency

Past performance is no guarantee of future results. Index performance returns do not reflect any management fees, transaction costs, or expenses. It is not possible to invest directly in any index. Indexes are the property of their respective owners, all rights reserved.

Approach

We build portfolios using a systematic approach that enables us to cost-effectively target persistent sources of excess returns – while seeking to control for unintended risks – with the objective to deliver consistent risk-adjusted returns over the long-run.

Featured Topics

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    Potential to deliver outperformance at lower volatility than the benchmark through the selection of value companies with a quality tilt toward higher cash flows, profitability and return on capital.
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