Strategies
F/m provides a spectrum of allocation strategies. Each strategy in the F/m investment roster may serve as a distinctive portfolio or allocation solution within its asset class. Each strategy is available in one or more delivery structures.
Investment Strategy
Large Cap Focused
Investment Manager
Integrated Alpha
Literature
Fact Sheet
Highlights
Concentrated large cap portfolio. Manager seeks stocks with both fundamental strength—accelerating revenues and earnings—and technical strength. Manager’s QuantActiveTM process seeks to combine the benefits of quantitative and active approaches.
Investment Vehicles
Investment Strategy
All Cap Focused
Investment Manager
Integrated Alpha
Literature
Fact Sheet
Highlights
Concentrated all cap portfolio. Manager seeks stocks with both fundamental strength—accelerating revenues and earnings—and technical strength. Manager’s QuantActiveTM process seeks to combine the benefits of quantitative and active approaches.
Investment Vehicles
Investment Strategy
Long/Short Equity
Investment Manager
Integrated Alpha
Literature
Fact Sheet
Highlights
Focused long/short portfolio. Seeks to enhance returns and reduce volatility with exposure target of 130% long and 60% short.
Investment Vehicles
Investment Strategy
Intermediate Municipal Bond
Investment Manager
Genoa Asset Management
Literature
Fact Sheet
Highlights
Seek income and total returns through customized portfolios of high-grade, tax-exempt municipal bonds.
Investment Vehicles
Investment Strategy
Enhanced Municipal Bond Ladder
Investment Manager
Genoa Asset Management
Literature
Fact Sheet
Highlights
Seek consistent cash flow and reinvestment opportunities through enhanced laddered portfolios of high-grade, tax-exempt municipal bonds.
Investment Vehicles
Investment Strategy
Opportunistic Income
Investment Manager
Genoa Asset Management
Literature
Fact Sheet
Highlights
“Go anywhere” strategy seeks to maximize total return, including both income and appreciation, by identifying undervalued and opportunistic sectors and securities in the US fixed income markets.
Investment Vehicles
Investment Strategy
Quality Income
Investment Manager
Genoa Asset Management
Literature
Fact Sheet
Highlights
Seek enhanced income and total returns through customized portfolios primarily of high-grade US taxable bonds.
Investment Vehicles