Key features of our strategies
Quantitative approach
We use quantitative techniques to constantly screen a global universe for promising stocks in various market regimes. Our approach is agnostic to consensus about stock fundamentals or macro outlooks. We deliver the tangible benefits of this approach in the form of strategies with an attractive risk and return characteristics across market cycles
Focused on market over and under reactions
To generate long-term outperformance for our clients, we focus on those elements that don’t change over time. We focus on the collective behavior of investors as it goes through cycles of greed, exuberance and fear. This leads to temporary stock price over and under reactions, which we exploit with our proprietary, systematic methodology
High active share
Many active managers claim to be active whereas in reality they are passive as they are closely following their benchmark. At SIMAG®, portfolios are not market cap weighted and have a very high active share, enabling our clients to outperform their benchmarks
Integrated scientific advancements
SIMAG® perennially discovers and integrates the latest advancements in interdisciplinary sciences into our investment management process. This creates a force multiplier in our investment approach
Broad diversification
Our models screen a global universe of thousands of stocks. The ultimate portfolios are composed of liquid stocks only and are well diversified
Cost effective execution
We are not engaged in high-frequency trading. Experienced portfolio managers focus on a cost-effective execution and implementation of the strategy
Fully funded, opportunistic cash
We invest in cash equities and do not use leverage. We use cash opportunistically depending on prevailing market regimes
Continuous evolution
Continuous evolution of methods, computations and technology is the very cornerstone of our strategy
Our offering
SIMAG® offers mutual funds and bespoke solutions for institutional and professional investors
SIMAG® mutual funds (US and global equities) soon to be available here