F/m provides a spectrum of allocation solutions. Each strategy in the F/m Investments roster may serve as a distinctive portfolio or allocation solution within its asset class. Each strategy is available in one or more delivery structures.
|Integrated Alpha||Large Cap Focused||Link||Link||Link||Concentrated large cap US equities. Quantitative and fundamental analysis combined. Seek companies with accelerating revenues and earnings.|
|Integrated Alpha||All Cap Focused||----||Link||Link||Concentrated all cap US equities. Quantitative and fundamental analysis combined. Seek companies with accelerating revenues and earnings.|
US Equity: Long/Short
|Integrated Alpha||Long/Short||----||Link||Link||Focused long/short US equities. Seek to enhance returns and reduce volatility with exposure target of 130% long and 60% short.|
European Equity: Long/Short
|S.W. Mitchell Capital||European Long/Short Small Cap||Link||Link||----||Concentrated European small cap equities. Bottom-up, fundamental analysis. Seek “double alpha” from long and short positions.|