Genus Institutional Equity
Synchronizing Disciplines, Driving Results
Genus Institutional Equity specializes in research-intensive, performance-driven quantitative equity strategies for institutional investors. By synchronizing our technology, research and rebalance disciplines, we drive positive results for our clients.
Institutional Equity Specialists
Genus Institutional Equity translates challenges into solutions, providing investment products to meet the complex goals, objectives and risk preferences of institutional investors.
We focus our expertise and resources exclusively on alpha generation and providing unrivalled service and client support.
Our goal is to deliver consistent excess returns using strategies that are transparent to our clients and carefully managed within established risk guidelines.
Active Alpha Strategies
We specialize in Canadian equity mandates and offer proven expertise in U.S. and international equity strategies, long/short and market-neutral alternatives, and socially screened options.
All of our equity strategies share our style-diversified approach and quantitative process that focuses on rigorous research, disciplined security selection and superior risk management.
Our 20-year track record of consistently strong performance in all markets and style cycles validates the integrity of our investment philosophy and the reliability of our process.
What Sets Genus Apart
1. We are focused specialists and pioneers in the development and application of sophisticated quantitative investment techniques in Canada.
2. We outsource all non-core functions in order to ensure an undiluted focus on our investment process and delivering the results our clients expect.
3. Our independent research separates us from our peers and gives us our competitive edge.
4. We do not deviate from our investment methodology, giving clients a process they have been able to count on for decades.
Key Features & Benefits
► Experience, stability and discipline
► Time-tested investment process with a distinguished 20-year track record
► Independent, objective research singularly focused on adding value for clients
Contact Us
We invite you to learn more about our strategies and capabilities and look forward to working with you to further your goals.
QUANTITATIVE INSIGHTS
THE YEAR THAT JUNK CAME BACK
Factors had quite a ride in 2009. Momentum, growth and quality styles had one of their worst years ever and junk (low momentum, low growth, poor quality and deep value) one of its best to complete value’s decade of dominance over momentum.
Read on ...