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Alpha Quant Models licenses independent research, proprietary indexes, and model portfolios to financial intermediaries, advisors and institutional investors.

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Featured Insight

Is it time to rotate into small-caps? Alpha Quant Models LLC examines the relationship between small- and large-caps in various economic regimes, relative valuations, and trends in fundamentals. 

While the broad small-cap universe may face challenges in declining profitability, Alpha Quant offers fundamentally based insights to add value over market benchmarks.

News

Alpha Quant Value separately managed account strategy awarded Top Guns "Manager of the Decade" designation by PSN Informa for the third year in a row, for the ten-year period ending December 31, 2023.
This strategy is based on investment models licensed from Alpha Quant Models LLC.

Proprietary Indexes and Model Portfolios

Equities

Fundamentally-driven, rules-based focused equity strategies. 

A Quantitative Approach to Fundamental Investing:

Alpha Quant equity strategies represent the intersection of index and active management. Goals oriented strategies are based on intuitive, fundamental concepts with economic grounding and implemented in a rules-based, disciplined, repeatable approach. Strategies display high active share and consistently display significant factor exposure. 

The Alpha Quant team has been developing and managing focused factor portfolios since 2007.

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ETF Strategies

Equity Sector Allocation Strategies Employing ETFs 

Alpha Quant ETF strategies leverage company factor analysis in bottom-up driven sector rotation implementation.

Proprietary Indexes

Rules-based strategy indexes to capture sector and style factors throughout the business cycle.

The SmartALPHA® indexes provide targeted exposure to defensive and cyclical growth and value factors. These indexes may serve a role in adjusting risk in portfolios and tilting portfolios based on market views.

Alpha Quant Models     l     aq@alphaquantmodels.com

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Alpha Quant Models (AQM) is not a registered or licensed broker, dealer, broker-dealer, investment adviser nor investment manager, nor does AQM engage in any activities that would require such registration. AQM does not provide investment advice, endorsement, analysis, or recommendations with respect to any securities or investment opportunities, and its services to or statements about companies or information on this site should never be construed as any endorsement of or opinion about any such securities, investment opportunities, companies or information. No material or information contained on this site constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation of any securities, investment opportunities, or any other similar product or service regardless of whether such securities, investment opportunities, products or services are referenced on this site. Further, nothing on this site is intended to provide tax, legal, accounting or investment advice and nothing on this site should be construed as a recommendation to buy, sell, or hold any investments or securities or to engage in any investment strategy or transaction. 


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