AN EQUITY STRATEGY THAT CONSIDERS THE FOREST
AND THE TREES.
Equity investors traditionally focus on
the trees to the exclusion of the forest. This so-called "bottom-up-only"
method of stock selection is the industry norm.
We at FQ perceive that groups
of stocks sharing certain characteristics move the equity markets.
It may be a shared exposure to an industry or sector; or a shared
exposure to interest rates; or some other shared fundamental characteristic
that the market rewards or punishes.
In order to identify and observe these
shared characteristics, we take into account the unique attributes
of individual stocks. (Zoom in on the trees.)
In order to anticipate the returns of stocks by group, we adopt
a high-level view of the changing market and economic landscape.
(Pan out to the forest.)
FQ EQUITY PRODUCTS Using this approach, FQ manages equities
globally. We offer both traditional long-only and market-neutral
strategies, and cover a full range of market capitalizations, including
large, mid, smid, and small cap. Style categories (e.g., value)
are also available.
• Extended Equities
• Global Equities
•
US All Cap
• US Large Cap Core
• US Mid Cap Core
• US Small Cap Core
• US Small Cap Value
• US Small/Mid Cap Core
• US Small Cap Value
• US Market Neutral
• European Market Neutral
• Japanese Diversified Market Neutral
• Tax-Advantaged Strategies