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

i

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

SMA

Investment Strategy

All Cap Focused

Investment Manager

Integrated Alpha

Literature

i

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

SMA

Investment Strategy

Long/Short Equity

Investment Manager

Integrated Alpha

Literature

i

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

SMA

Investment Strategy

European L/S Small Cap Equity

Investment Manager

S.W. Mitchell

Literature

i

Fact Sheet

Highlights

Concentrated portfolio. Seeks "double alpha" from long and short positions. Bottom-up, fundamental analysis.

Investment Vehicles