Shapiro manages concentrated, benchmark-agnostic, domestic equity portfolios. Their research identifies company-specific events that are not captured through traditional screens.
The Fund earned best in category risk-adjusted performance for 10-year period out of 58 Small Cap Value funds.
The Fund seeks alpha through diversification, helps mitigate interest-rate risk by investing broadly across global fixed-income markets, and hedges opportunities to optimize or reduce exposures in conjunction with the changing global economy.
Engineered for alpha, Alpha Quant’s equity mutual funds are fundamental, active, transparent, disciplined and diverse.
The Fund seeks to capture long-term alpha with low correlation of relative returns to traditional growth strategies and negative correlation to value strategies.