Research & Insights
Creating Investment Excellence: Building a Strong Portfolio Core - The Gerstein Fisher Multi-Factor Growth Equity Strategy
Abstract:
At Gerstein Fisher, we believe our structured approach to growth equity investing offers a compelling alternative to both index and traditional active approaches. By delivering reliable asset class representation and carefully calibrated exposure to proven risk factors, we feel the strategy can serve as a strong core holding within a diversified portfolio.
When selecting core investments like broadly diversified US equities, many investors rely on either passively managed index funds or traditional, actively managed mutual funds. Both of these approaches have their merits – but also their drawbacks. Too often, active management doesn’t provide enough structure to ensure proper asset class tracking, and indexing can provide too rigid a structure, limiting a fund’s flexibility to capitalize on market opportunities.
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