Philosophy and Approach

SSI combines quantitative and fundamental disciplines to manage its products. SSI’s key investment philosophy for its products has remained consistent throughout our 40 year history:  

Quantitative models provide the most effective framework for identifying superior value in securities markets.

• SSI’s quantitative models incorporate multiple value, growth and momentum factors to identify superior value in securities markets and to select attractive portfolio candidates from a broad universe of securities.

Vigilant fundamental research is essential in the selection of portfolio securities.

• SSI’s fundamental research team validates the findings of the models, identifies market/sector trends, and analyzes the competitive environment, among other factors for individual stocks.

Seasoned, experienced professionals add significant value in portfolio management.

• SSI’s portfolio management team is deeply experienced with a history of success in a variety of market environments.