Rank Strategy
All Cap Core Equity
Portfolio Manager: Ben Zacks
The Rank Strategy relies upon qualitative stock selection using fundamental
analysis combined with an initial quantitative screen that heavily focuses on the
Zacks Rank. We strive to add value through our expertise in interpreting earnings
revision data as well as our ability to manage risk.
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Quantitative Strategy
All Cap Aggressive Equity
Portfolio Manager: Mitch Zacks
The Quantitative Strategy is a disciplined, systematic strategy that is based
on the Zacks Rank. Additionally, by relying on above average turnover, the
Quantitative Strategy exploits the delays inherent in the response of stock
prices to significant changes in brokerage analysts' earnings estimates.
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Dividend Strategy
Value Investing for Total Return
Portfolio Managers: Ben and Mitch Zacks
Recent tax law changes affecting dividend income have increased the relative
attractiveness of dividend strategies. Since inception, the Dividend Strategy
is managed through the use of a proprietary model that creates a diversified
portfolio of tax-preferred, dividend-yielding stocks that generate attractive
after-tax returns.
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The Market Neutral Strategy
A long /short strategy that seeks to generate positive returns in both rising
and falling equity markets, while maintaining strict neutrality on 8 different
factors.
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The Long/Short Strategy
The purpose of this strategy is to hedge the market exposure while attempting to
generate excess market returns.
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