QS Investors

Adjust Font Size Increase font size Decrease font size    

Overview

QS Investors, founded in 1999, predominantly utilises a top-down macro focused and systematic, rules-based approach to managing portfolios for institutional and retail investors. Behavioural insights drive dynamic weighting techniques. In select strategies, the firm combines bottom-up fundamental analysis with insights from behavioural finance. QS’s main business areas comprise active equity, smart beta, liquid alternatives and customised solutions across global markets.

 

Philosophy

QS Investors offer a variety of investment solutions derived from its expertise in systematic investing across multiple asset classes, including “alternatives”. The firm’s investment approach incorporates macro-focused insights, dynamically adaptive strategies and a rigorous approach to risk budgeting, portfolio construction and implementation. The firm believes:

  • There are macro and behavioural inefficiencies across global markets.
  • Investor over- and under-reaction to economic data create repeatable opportunities.
  • Alpha source diversification leads to more consistent results.
  • Portfolio diversification helps avoid concentration risk and lessens downside risk.
  • Risk identification, assessment and management are an intrinsic part of the investment process.
  • Equity market returns are driven by investor behaviour; stock characteristic that investors find attractive change based on market conditions.
  • Specific client objectives are more complex than simply a return objective relative to a risk tolerance.
  • Clients value a firm’s ability to cater to a wide range of preferences.

 

QS Investors, LLC (QS Investors) is affiliated with Legg Mason Global Distribution through common control and ownership by Legg Mason, Inc. Legg Mason Global Distribution provides its clients with access to QS Investors primarily through its UK, Dublin and Luxembourg domiciled funds, in which QS Investors serves as investment manager.

...