Risk-adjusted performance, transparency of investment process, liquidity and efficiency assist our clients in meeting their investment objectives.
Geode provides efficient exposure to various market segments.
- Developed Markets
- Emerging Markets
- Smart Beta
- Market Cap
Persistent volatility premium exists within equity markets, and that this spread between implied and realized volatility is best captured through a disciplined investment approach focused on minimizing options cost relative to premium income.
- Customized Risk
- Downside Protection
Quantitative Active Equity
We believe that there are persistent inefficiencies and priced risks in equity markets. The systematic investment process seeks to exploit these inefficiencies and priced risk factors, primarily through the use of a well-diversified pool of alpha factors and robust factor combination and rotation methodologies.
- Tax Managed
- Factor Tilt
Commodities are a distinct asset class which play an important role in portfolio diversification and have the potential to hedge against inflation.
- Enhanced Roll