Solutions

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.

US Equity

MANAGERSTRATEGYMUTUAL FUNDSMAMODEL HIGHLIGHTS
Integrated AlphaLarge Cap Focused LinkLinkLinkConcentrated large cap US equities. Quantitative and fundamental analysis combined. Seek companies with accelerating revenues and earnings.
Integrated AlphaAll Cap Focused ----LinkLinkConcentrated all cap US equities. Quantitative and fundamental analysis combined. Seek companies with accelerating revenues and earnings.

US Equity: Long/Short

MANAGERSTRATEGYMUTUAL FUNDSMAMODEL HIGHLIGHTS
Integrated AlphaLong/Short----LinkLinkFocused long/short US equities. Seek to enhance returns and reduce volatility with exposure target of 130% long and 60% short.

European Equity: Long/Short

MANAGERSTRATEGYMUTUAL FUNDSMAMODEL HIGHLIGHTS
S.W. Mitchell CapitalEuropean Long/Short Small CapLinkLink----Concentrated European small cap equities. Bottom-up, fundamental analysis. Seek “double alpha” from long and short positions.