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RELATED LINKS
Quantitative Advisors Philosophy
Oversight Process
The Quant Team
Proxy & Voting
Exchanging Shares

About Us

Quantitative Advisors Philosophy

Quantitative Advisors launched its first mutual fund in 1985. While the markets and the investment industry have seen immeasurable changes over the past 25 years we have stayed committed to the four key tenets of our philosophy.

We are strongly committed to specialization.
First, we seek only subadvisory services from investment firms that are specialists in their asset classes. We believe that world-class managers with focused expertise should outperform benchmarks over the long term, and should do so within strict performance standards.

We seek the road less traveled.
Second, we concentrate on niche asset classes that are not heavily settled or trafficked by other, larger investment firms. We believe that a well-managed, concentrated portfolio should outperform a diversified portfolio over the long term*. Our combination of small, specialized investment subadvisors investing in targeted asset classes allows the Quant Funds to offer you unique investment opportunities not easily accessed in the common marketplace.

We set exacting standards for our subadvisors.
As manager of the Quant Funds, our expertise and value reside in selecting and monitoring—through our stringent due diligence process—the subadvisors who manage the assets entrusted to our Funds, and in building shareholder value. Our Investment Committee reviews investment results, monitors compliance with investment objectives and restrictions, assesses competitive positioning, and takes measures to ensure cost control.

We provide critical client support services.
Through our affiliated broker/dealer, U.S. Boston Capital Corporation, a dedicated sales and service team provides research, strategies, and the long-term investment perspective to support institutional investor clients and registered investment advisors. We also maintain our own internal Transfer Agency to assure quality control and the integrity of this crucial service.

 

* The Quant Funds are “nondiversified” which means that each Fund may invest a higher percentage of each of their assets in a smaller number of issues.

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