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Fact Sheets and Awards

Fact Sheets

AI - Individual Equity

High Quality - 2025 Q3
Bayesian Institutional - 2025 Q3
Reinforced Value Institutional - 2025 Q3
Sustainable Equity Institutional - 2025 Q3

Non AI - Individual Equity

All Cap Equity Institutional - 2025 Q3
Equity Income Institutional - 2025 Q3

Asset Allocation

Conservative Asset Allocation Institutional - 2025 Q3
Moderate Conservative Asset Allocation Institutional - 2025 Q3
Moderate Asset Allocation Institutional - 2025 Q3
Moderate Aggressive Asset Allocation Institutional - 2025 Q3
Aggressive Asset Allocation Institutional - 2025 Q3

Tactical

Sector Rotation Institutional - 2025 Q3

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