U.S. Equity
The Outcome U.S. Equity strategy invests in large capitalization U.S. equities and liquid U.S. sector ETFs. The mandate uses a data-driven, machine-learning-based approach that incorporates both single stock and sector momentum and volatility.

We only invest in the largest, most liquid U.S. stocks and ETFs

  • MSCI USA Index (621 Large Cap Companies)
Sector ETFs
  • Communication Services
  • Consumer Discretionary
  • Energy
  • Financials
  • Health Care
  • Industrials
  • Materials
  • Real Estate
  • Utilities
  • Technology
Portfolio Construction

Our Approach

Our U.S. Equity strategy uses a completely data-driven approach that incorporates single stock and sector momentum and volatility to outperform the S&P 500 Index over the long-term.

  1. Stock Module

    Large Cap Stocks

    A.I. driven process
    Stock Universe 621 Large Cap. Companies
    • Rank Individual Stocks
    • Select Top Ranked Companies

  2. Stock Module

    Liquid Sector ETFs

    A.I. driven process
    Sector Universe 11 Liquid Sector ETFs
    • Rank Sectors
    • Select Top Ranked Sectors

  3. Portfolio

    Combine stock & sector modules
    Aggregate Portfolio
    • 69% Stock Module
    • 31% Sector Module