Our Philosophy

Our research shows that even though the public markets are extremely efficient, equity anomalies exist and benchmark outperformance can be realized by using a process which captures these anomalies over full market cycles.   Investing in multi-factor strategies that have a disciplined process with a focus on risks controls can generate meaningful alpha.

The Zacks organization has been researching investment anomalies for more than three decades. While there are many anomalies that make sense to use in theory, Zacks picks the ones with a high enough rate of conviction to build an investment process around.

Our Process

Our process is well defined, disciplined and repeatable.  Each strategy’s investment process is designed to capture investment anomalies which have been tested in decades of theory and practice.