Investment Objective
The Fund seeks to provide long-term total return on capital, primarily through capital appreciation and
some income.
NUMERIC INVESTORS
A fundamentally driven quantitative investment manager, Numeric is part of Man Group plc (“Man”), which is a global, independent asset manager dedicated to alternative and long-only investing. Numeric has a research-driven culture and employs systematic security selection models underpinned by bottom-up, fundamentally based signals.
Firm inception: 1989
Portfolio Managers:
- Daniel Taylor; industry since 1999
- Ben Zhao; industry since 2017
COMBINING QUANTITATIVE AND FUNDAMENTAL PROCESSES
Numeric seeks to select value stocks with attractive valuations, positive long-term growth characteristics, sustainable competitive advantages, relatively benign competitive environments, and favorable industry dynamics. The process:
- Uses statistically driven, rules-based quantitative models to find selections with proper metrics.
- Applies a discretionary overlay based on fundamental research to supplement and screen the quantitative model selections.
- Employs a proprietary Statistical Factor Risk Model to ensure that the portfolio is neutral to the benchmark relative to key risk attributes.
Total Fund Assets
$269.7 Million
Sub-Advisor (%)
Numeric Investors LLC ("Man Numeric") |
100.0
|