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
| MANAGER | STRATEGY | MUTUAL FUND | SMA | MODEL | HIGHLIGHTS |
|---|---|---|---|---|---|
| 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
| MANAGER | STRATEGY | MUTUAL FUND | SMA | MODEL | HIGHLIGHTS |
|---|---|---|---|---|---|
| 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
| MANAGER | STRATEGY | MUTUAL FUND | SMA | MODEL | HIGHLIGHTS |
|---|---|---|---|---|---|
| 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. |