Our Approach
Style-Diversified, Disciplined, Risk Managed
Our time-tested and disciplined approach to security selection and portfolio construction underpins all our investment strategies. For every portfolio, we use leading technology, fundamental insights and sophisticated risk controls to maximize risk-adjusted return potential for our clients.
Our Elements for Success
We build portfolios with the goal of earning consistent risk-adjusted excess returns relative to a benchmark in all market and style cycles. To achieve this we believe it is necessary to have the following three core elements:
1. A style-diversified approach
2. A process that removes emotion and applies discipline
3. Strong attention to risk management
►Style-Diversified
Our approach blends attributes of value, growth and quality to create style-diversified portfolios. We focus on under-valued companies with superior fundamentals and earnings growth. We believe this combination leads to low risk and long-term outperformance across different style cycles.
► Quantitative
We focus on tested and proven fundamentals that add value and drive them into our portfolios with a disciplined process that removes emotion and manages risk. We apply the same depth of analysis to every stock in our universe, grading them from best to worst to identify potential winners and losers.
Buys and sells are based solely on empirical evidence; the best graded stocks make up our buy candidates and the worst are sell, or short candidates. We know our process works, and we stick with it.
► Risk Managed
We use world-leading risk management tools to monitor and manage the risk and return characteristics of our portfolios. We focus on active risk (beta, risk factor exposure, style bias, industry exposure and stock specific risk) for benchmark strategies, and total risk for absolute return strategies.
Key Advantages & Benefits
► Style-diversified approach helps smooth out the effect of style cycles
► Greater breadth, more objectivity, less susceptibility to cognitive errors
► Consistent, repeatable process with a time-tested 20-year track record
► Superior risk control, avoidance of uncompensated risk, effective implementation
Learn More...
Contact us at 1-800-668-7366 or email info@genuscap.com to learn more about our approach, models and process - and what we can do for you.
GENUS FACTOR FOCUS
EARNINGS MATTER AGAIN
As hard evidence replaces feelings of anticipation, factors related to forecast earnings growth, analyst revisions and momentum are working more and more while valuation signals are weakening.
Read on...