Low Volatility
These strategies seek to meet or exceed equity market returns while realizing significantly less volatility.
| Investment Process* | Focus on low risk companies with sound fundamental properties. Build a low risk portfolio with broad, stable sector diversification |
| Strategy | Benchmark | Inception |
|---|---|---|
| Low Volatility LargeCap+ | Russell 1000® Index | January 2008 |
| Low Volatility SmidCap+ | Russell 2500TM Index | January 2019 |
| Low Volatility SmallCap+ | Russell 2000® Index | January 2011 |
| Low Volatility Long/Short LargeCap+ | Russell 1000® Index | January 2008 |
| Low Volatility AllCap+ | Russell 3000® Index | March 2024 |
*Investment results are not guaranteed, and there is no guarantee that a strategy’s objective will be met. Investing in securities involves risk of loss of both income and principal that investors should be prepared to bear. Long/short investing can be riskier than long-only investing, since both the long and the short sides can simultaneously lose value.
This is a partial list of Martingale Low Volatility strategies. Contact us for more information.