Equity Strategies

decoding the market through applied quantitative methods

The GEM Factor Strategies, at their core, are systematic and data-centric, designed to focus on company attributes that have historically led to outperformance. Every quarter, GEM analyzes and ranks thousands of companies based on a multi-factor screening process. These applied quantitative methods are utilized to help advisors shape global, diverse stock portfolios, fine tuned to align with client-specific goals.

GEM
Dividend

A quantitative, process driven strategy with a focus on high-dividend yield.

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GEM
All-Cap Blend

All encompassing - invests across the value/growth and size spectrum.

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GEM
All-Cap Growth

Invests in companies of all sizes exhibiting strong growth characteristics.

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GEM
Smid Growth

A factor approach to investing in small/mid size companies, exhibiting strong growth.

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GEM
Large Growth

A quantitative process focused on investing in large companies displaying strong growth.

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GEM
International

A scientific methodology investing across foreign developed and emerging markets.

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