Custom Systematic Equity Portfolios

Our equity portfolios are based on strategies of investors with long-term track records of success and academic research.

They utilize factors like value, momentum, quality and low volatility that have stood the test of time.

  Our Core Principles

Validea Capital was founded based on the principle that the best way to have success in investing is to follow systematic approaches that have stood the test of time.

We believe that factor-based strategies supported by long-term academic research offer a foundation for superior stock selection, and implementing these techniques in a disciplined, unemotional and systematic manner can lead to market outperformance. We utilize our proprietary technology to leverage these strategies, and follow a systematic investment process that eliminates emotion and bias, and focuses on long term outperformance.
  Our Portfolios

We build custom portfolios for each client using the 45+ individual models we follow. The models cover all the major investing factors, including value, momentum, quality, and low volatility. We blend these strategies together to optimize risk-adjusted returns and increase the chances for long-term success for our investors. We offer a separately managed account for each client and work with every client to build a custom portfolio to achieve their specific goals.
  Custom Models

We offer a custom blend of the 45+ quantitative models we follow for each client.

Since each client has different needs and preferences, we can develop a customized approach that best fits each individual situation. For investors looking to limit the risk of following individual factors, we can combine uncorrelated factors to provide a smoother return over time. For clients looking for exposure to a specific factor like value or momentum, we can develop a combination of individual models to diversify exposure within the factor and limit the risk associated with a single approach.

We can build concentrated portfolios for clients who seek aggressive factor exposure and more diversified models for those looking to minimize tracking error. We can also offer customized solutions for other portfolio construction considerations like ESG, sector limitations and other specific needs.

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