Quantitative research is designed to complement our strong foundation in fundamental analysis.

Applied IQ is closely integrated into the fabric of each investment strategy, a structure that we feel is one of the most important differentiating elements of the Applied IQ process. While grounded in quantitative principles, the focus of the Applied IQ team remains on the investment process. Our quantitative research is pragmatic and actionable, incorporating both market dynamics and the unique needs of our portfolio managers. Research and analytical tools are developed across four primary dimensions of our investment process: risk awareness, relative value, portfolio construction, and finally, product and process design and refinement.

Bernardo Aumond

Co-Director of Applied Integrated Quant

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