Intech Launches U.S. Small-Mid Cap Enhanced Plus Strategy with Over a Half Billion in Initial Funding
June 20 2024 - 9:45AM
Intech, a global quantitative equity manager, proudly announces the
launch of its U.S. Small-Mid Cap (SMID) Enhanced Plus strategy,
backed by a substantial initial investment exceeding half a billion
dollars. This new mandate underscores Intech’s sustained growth and
strategic innovation, setting Intech U.S. Small-Mid Cap Enhanced
Plus strategy apart from competitors with its unique approach and
competitive fee structure.1
Key Differentiators in a Competitive Market
- Distinctive Alpha
Source: Aims to use stock price volatility and
correlations to deliver an uncorrelated alpha source for
portfolios.
- Enhanced Indexing:
Moderate, systematic deviations from the index seek a higher
probability of alpha capture and strong alignment with policy
portfolios.
- Lower Fees: Clients
have the potential to capture a larger portion of returns from
lower relative active management fees.1
“Solving for emerging client needs is a key focus of the new
Intech,” said Dr. Jose Marques, Chief Executive Officer at Intech.
“This announcement continues the momentum since our successful
management buyout that includes a recent $1.5 billion World ex-US
mandate, a new strategic product partnership, and the launch of a
client-funded defensive equity UCITS offering.”
“Our U.S. SMID Cap Enhanced Plus strategy leverages our core
capabilities and is uniquely positioned to meet the challenges of
today’s markets,” said Dr. Ryan Stever, Co-Chief Investment Officer
at Intech. “In a more normalized rate environment with lower equity
risk premiums, optimizing returns through enhanced indexing is more
crucial than ever.”
We invite our clients, partners, and the investment community to
learn more about this exciting new strategy and its benefits.
For further details, please contact:
Media Contact
Andre PrawotoHead of StrategyPhone:
1-561-776-2226Email: aprawoto@intechinvestments.com
About Intech
Intech is a private, quantitative asset manager investing on
behalf of institutional investors since 1987. Pioneers in the
application of Stochastic Portfolio Theory, Intech continues to
seek distinctive alpha sources for clients across six continents.
For more information,
visit www.intechinvestments.com
1. eVestment as of May 31, 2024. Includes 91 actively managed
separate account strategies in the eVestment U.S. Small-Mid Cap
Core Universe. The fee for Intech U.S. Small-Mid Cap Enhanced
Plus strategy falls in the bottom 5th percentile for a $50 million
mandate.
This press release does not constitute investment advice, nor
should it be construed as an offer to sell, or the solicitation of
an offer to buy, or a recommendation for any security or fund. The
value of investments and the income derived from them can go down
and up, and investors may not get back the amount originally
invested. Past performance is not a guide to future performance.
The information contained herein may be restricted by law, may not
be reproduced or referred to without express written permission, or
used in any jurisdiction or circumstance in which its use would be
unlawful.