Size & Style Responsive (SSR) Tax Aware

Navigate market cycles with active positioning that adapts to changing size and style dynamics.

Rotate equity allocations based on the size & style phase currently in favor.

Our Size & Style Responsive (SSR) Tax Aware strategy leverages decades of market research and cutting-edge technology to capitalize on the cyclical nature of the markets, while maintaining disciplined risk management and tax efficiency.

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Proprietary cycle analysis with a proven track record

Our research shows that size (large-cap vs. small/mid-cap) and style (growth vs. value) leadership follows patterned cycles over rolling 12-36 month periods. We use proprietary analytical tools to identify which phase is likely to be in favor going forward.

With years of experience managing size and style strategies, our SMA can adapt to changing market conditions while maintaining disciplined risk management.

Advanced stock selection and dynamic portfolio construction

Our quantitative model combines traditional factors (Growth, Value, Profitability, Momentum, and Quality) with an innovative AI-powered revenue surprise model that analyzes companies' digital footprints to predict earnings surprises before they're announced.

A committee of portfolio managers oversees construction using a sophisticated optimizer that maximizes alpha per unit of tracking error while maintaining appropriate size, style, and sector allocations within tolerance bands.

Focus on long-term return to increase tax efficiency

Our tax-aware implementation rebalances quarterly (versus monthly for tax-agnostic accounts), allowing for more strategic timing of gains and losses realization.

Portfolio turnover is managed to target maximum alpha generation per unit of tracking error, helping to minimize unnecessary tax drag from excessive trading.

By tilting toward the size and style segments we expect to outperform, we seek to generate alpha while maintaining broad market exposure and tax efficiency.

Ready to learn more?

Discover how our Size & Style Responsive Tax Aware strategy provides sophisticated market exposure, offering advisors the potential for enhanced returns through intelligent cycle-based positioning and advanced stock selection.

Meet: Together, let’s discuss your goals, challenges, and what makes your practice unique to find out how the SSR Strategy can benefit your clients.
Evaluate: Review our track record and discuss how the strategy fits your clients' needs.
Implement: We'll guide you through account setup and strategy integration.