EXTENDED EQUITY EXPLAINED

AN EQUITY STRATEGY THAT CONSIDERS THE FOREST AND THE TREES.

Equity investors traditionally focus on the trees to the exclusion of the forest. This so-called "bottom-up-only" method of stock selection is the industry norm.

We at FQ perceive that groups of stocks sharing certain characteristics move the equity markets. It may be a shared exposure to an industry or sector; or a shared exposure to interest rates; or some other shared fundamental characteristic that the market rewards or punishes.

In order to identify and observe these shared characteristics, we take into account the unique attributes of individual stocks. (Zoom in on the trees.)

In order to anticipate the returns of stocks by group, we adopt a high-level view of the changing market and economic landscape. (Pan out to the forest.)

FQ EQUITY PRODUCTS
Using this approach, FQ manages equities globally. We offer both traditional long-only and market-neutral strategies, and cover a full range of market capitalizations, including extended equity, market neutral equity, tax-advantaged strategies, large cap, mid cap, smid cap, and all cap. Style categories (e.g., value) are also available.