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Equity Products

Small Cap

GNC equity portfolios utilize proprietary quantitative modeling to provide a systematic, repeatable, dynamic process that forecasts expectations for the near term while adjusting for the current investment environment. The Great Northern investment process employs multiple factor quantitative models that are grounded in a bottom-up fundamental approach. Small Cap is based on the theory that certain investment factors perform statistically better or worse in different market environments. The models that drive the portfolio construction process are dynamic, utilizing a number of proprietary analytical components to generate the 50 stocks ultimately selected for each portfolio. Small Cap is benchmarked to the Russell 2000 Index.

SMID Cap

SMID Cap
is a small/mid cap strategy that uses the same investment process as Small Cap to create a 50 stock portfolio.  SMID Cap is benchmarked to the Russell 2500 Index.


AlphaMax

AlphaMax is a long/short strategy employing the same quantitative approach as Small Cap and SMID Cap, in a portfolio consisting of 50 long positions and 50 short positions. Equities forecast to outperform are selected for the long portfolio and equities forecast to under perform are sold short.


Fixed Income Product

Tactical Duration

Tactical Duration is a core cash management strategy that seeks to provide enhanced returns to the T-Bill index, investing in U.S. Treasuries and Agencies with maturities of five years or less, using no derivatives or leverage. Tactical Duration uses quantitative modeling to exploit inherent pricing anomalies on the short end of the yield curve, capturing the resulting “capital gains.”


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