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Quantitative Management

OakBrook’s quantitative, stock-based approach is distinctive and repeatable, and it can enhance the performance of a broad range of US indices. Dispensing with the common tactics of factor analysis and optimization, it bases its success on a two-component stock selection model with a firm underpinning in economic theory and a unique set of risk controls.

Benchmarks:

  • S&P 500
  • S&P 500 Value
  • Russell 1000
  • Russell 1000 Growth
  • Russell 1000 Value
  • Russell Top 200
  • Russell Midcap
  • S&P MidCap 400
  • S&P Small Cap 600

Benefits:

  • Reduced risk of underperforming
  • Greater consistency of excess return
  • Lower fees than pure active management
  • Excess return typically has low correlation with that of other active equity managers


©2019 OakBrook Investments, LLC. All Rights Reserved. Russell 1000, Russell 1000 Growth, Rusell 1000 Value, Russell Top 200 andRussell Midcap are trademarks owned by Frank Russell Company.S&P 500, S&P 500 Value, S&P MidCap 400, and S&P SmallCap 600 are trademarks owned by S&P Dow Jones Indices LLC. Neither OakBrook Investments nor its products are affiliated, sponsored, or endorsed by Frank Russell Company or S&P Dow Jones Indices LLC.