QUANTITATIVE Overview
Quantitative Advantage Llc is an investment advisor that manages 461.7 MM dollars in regulatory AUM and has 20 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/06 to 03/31/23. The fund's latest filing disclosed 689MM in positions, representing 149% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/06 to 03/31/23. The fund's latest filing disclosed 689MM in positions, representing 149% of the manager's regulatory AUM.
QUANTITATIVE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
QUANTITATIVE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 5.14% | ETF | 4.21% | -0% | 0 | 15% | ||
| IYW | 4.8% | ETF | 10.56% | 0.25% | 1 | 5% | ||
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FEATURED IN
QUANTITATIVE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas G. Fox | Member, Governor | February-2000 |
| John W. Wing | Chief Executive Officer, Member, Governor | February-2000 |
| Larry F. Gehl | Member, Governor | November-2000 |
| Ted R. Storlie | Member, Governor | December-2002 |
| Peter G. Van Der Leeuw | Chief Operating Officer, Chief Compliance Officer, General Counsel, Member, Governor | October-2009 |
| Todd M. Friesen | Member, Governor | September-2001 |
| Kurt A. Brandt | Chief Financial Officer, Member, Governor | March-2013 |
| Daniel D. Westin | Member, Governor | January-2015 |
| James R. Ferrin | Chief Investment Officer, Member, Governor | January-2015 |
| Kyle P. Olson | Member, Governor | January-2015 |
QUANTITATIVE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
QUANTITATIVE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
In making its investment decisions, QA’s portfolio management team reviews information generated by QA’s proprietary Global Investment System, a quantitative research resource which analyzes relative price trends in various securities, including investment styles, sectors, international equities and alternative and fixed income investments. QA’s Global Investment System analyzes a large amount of price information which QA obtains from third parties. QA does not guarantee the accuracy of this information or that it will be correctly captured or analyzed by the system. Any errors in the information, its capture or the analytical process may result in different system output, which may influence or cause QA to make different investment decisions. QA will not be liable for investment decisions resulting from inaccurate price information or errors in capturing or analyzing information.
The QA port...
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In making its investment decisions, QA’s portfolio management team reviews information generated by QA’s proprietary Global Investment System, a quantitative research resource which analyzes relative price trends in various securities, including investment styles, sectors, international equities and alternative and fixed income investments. QA’s Global Investment System analyzes a large amount of price information which QA obtains from third parties. QA does not guarantee the accuracy of this information or that it will be correctly captured or analyzed by the system. Any errors in the information, its capture or the analytical process may result in different system output, which may influence or cause QA to make different investment decisions. QA will not be liable for investment decisions resulting from inaccurate price information or errors in capturing or analyzing information.
The QA port...
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QUANTITATIVE Portfolio Concentration
QUANTITATIVE Location
10400 YELLOW CIRCLE DRIVE
SUITE 303
MINNETONKA, Minnesota
UNITED STATES, 55343
SUITE 303
MINNETONKA, Minnesota
UNITED STATES, 55343
QUANTITATIVE Contact Information
Phone Number: 952-944-3206
Fax Number: 952-944-5789
Website: https://qaglobal.net/
Fax Number: 952-944-5789
Website: https://qaglobal.net/
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