“An investment in knowledge pays the best interest.”
– Benjamin Franklin
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
We offer the following medium- to long-term strategies based on Fundamental Boosting approach to our clients.
These strategies seek to deliver consistent quarterly excess returns. They are designed for investors who require steady long-term results, while they are mindful of short-term risks.
Global Equity strategies are benchmarked to
Portfolio tracking error may fluctuate depending on market correlations in the two to four percent range. Portfolios are well diversified and turnover is around one hundred percent a year.
For investors who are comfortable with higher risk targets, we offer long-short extensions of the global strategies. Portfolios are expected to achieve higher information ratios as they exploit inefficiencies that are often present only on the short side.
Leverage may vary from twenty percent (120% long/20% short) to an absolute return benchmark-free version.
Despite frequent volatility in Emerging Markets, we develop this strategy with a consistent outperformance in mind. We put a meticulous focus on data quality and focus on inefficiencies particularly evident in the Emerging Markets universe.
Emerging Markets Equity strategy is benchmarked to the MSCI Emerging Markets Index or the similar S&P Emerging LargeMidCap Index.
Portfolio tracking error may fluctuate depending on market correlations in the two to four percent range. Portfolios are well diversified and turnover is less than two hundred percent a year.
The recognition by Zephyr PSN reaffirms Qtron’s commitment to outperform peers and seek attractive risk-adjusted returns for its investors through its research-driven approach and established portfolio management. The Zephyr PSN Top Guns list is a highly regarded ranking that seeks to identify the best-performing managers across a range of universes and products using set criteria2. For the awards and rankings referenced herein, no compensation was paid by Qtron to participate in this rankings or awards3.
We are proud of our team’s hard work and dedication, and we look forward to continuing our commitment to provide product and client service excellence for global investors.
For more details or inquiries, please feel free to reach out to us at marketing@qtroninvestments.com.
1Emerging Markets Equity Universe Count: 149 Firms and 291 Products. Only firms that submitted PSN questionnaires to Zephyr were eligible for awards.
2Criteria Used for the 6-Star Rating/Award:
3While Qtron did not pay to participate in these rankings or awards, it did pay the award sponsor a licensing fee for use of the “Top Guns Award” logo on its website.
Past performance is not indicative of future results. Qtron makes no representation that the objectives of its trading strategies will be realized or that profits will be achieved or that losses will not be incurred. Investments in securities involve risk. The specific links to Zephyr are being provided for informational purposes only to reference the sources of certain information reflected herein and should not be construed that Qtron is endorsing the services, content or views presented therein nor that Qtron has independently verified such services, information or content.
Our public equity coverage is global. Please contact us if you are interested in a subset of the global index.
These may be the MSCI EAFE Index, the MSCI World Index xUS, or a combination of Global and Emerging Markets strategies, such as the MSCI All Country World Index.
We offer the following short- to medium-term strategies based on Smart Beta Squared approach to our clients.
Smart beta strategies that exploit behavior of known factors have received a lot of attention among investors ($510 billion in assets according to Morningstar in 2015). These strategies are based on levels of common factors and invest in stocks with specific attributes — for example, twenty percent of the cheapest book-to-price or the highest nine-month momentum stocks.
For investors who desire to go a step further and arbitrage actions based on these known patterns, we offer strategies based on changes in factors. In addition to current readings, we consider full histories of factors and build a model that is intended to outpace stale investors.
Leverage may vary from 100% long/100% short to one determined by our client’s preferences and restrictions. Portfolios are well diversified and turnover is in the three hundred to six hundred percent range.