Style Alpha Solutions
Our Style Alpha strategies are designed to provide advisors and consultants with a comprehensive toolkit for implementing their views on the U.S. equity market. Strategies are designed like building blocks; each one provides calculated exposure to a particular investment style, at a specific market capitalization level. We offer ten U.S. equity strategies each focused on one of three investment styles: Value, Momentum, or Yield. INSERT FACTSHEETS TO EACH PERFORMANCE TABLE
Investment PhilosophyWe believe empirically derived, style focused strategies can systematically exploit market inefficiencies, offering the potential for superior risk adjusted investment returns. Our strategies are designed to capture and exploit the risk premiums distinct to a particular investment style to the fullest extent.
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Literature |
Strategies
Offered in SMA and UMA Vehicles.
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Polaris Large Cap Value
Seeks to construct a portfolio of attractively valued U.S. stocks from a universe of companies with market capitalizations greater than 7.5 billion. |
Strategy / Index |
1 Year |
3 Year |
Inception To Date (September 1st 2016) |
Polaris Large Cap Value |
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Russell 1000 Value |
Strategy / Index |
1 Year |
3 Year |
Inception To Date (September 1st 2016) |
Polaris Large Cap Value |
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Russell 1000 Value |
Polaris Large Cap Yield
Seeks to construct a portfolio of attractively valued large cap stocks with a history of consistent dividend payments, that currently have above average dividend yields
Seeks to construct a portfolio of attractively valued large cap stocks with a history of consistent dividend payments, that currently have above average dividend yields
Strategy / Index |
1 Year |
3 Year |
Inception To Date (September 1st 2016) |
Polaris Large Cap Value |
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Russell 1000 Value |
Polaris Large Cap Quality
Polaris Large Cap Momentum
Strategy / Index |
1 Year |
3 Year |
Inception To Date (September 1st 2016) |
Polaris Large Cap Value |
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Russell 1000 Growth |