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 09/30/16. The fund's latest filing disclosed 329MM in positions, representing 71% of the manager's regulatory AUM.

QUANTITATIVE StockAlpha

-3.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

QUANTITATIVE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJJ 11.35% ETF 11.5% 0.86% 2 1%
VBR 7.75% ETF 10.81% 0.54% 1 4%
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FEATURED IN
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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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QUANTITATIVE Portfolio Concentration

QUANTITATIVE Location

10400 YELLOW CIRCLE DRIVE
SUITE 303
MINNETONKA, Minnesota
UNITED STATES, 55343

QUANTITATIVE Contact Information

Phone Number: 952-944-3206
Fax Number: 952-944-5789
Website:

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