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Selected Strategies

Alpha Vee American Century Diversified International Equity Index

The Index is designed to select securities of large- and mid-capitalization international companies with attractive growth, valuation, and quality fundamentals. The universe of the Index is comprised of large- and mid-capitalization equity securities of global issuers in developed and crossover markets, excluding the United States. Crossover markets are defined as Taiwan, South Korea, Hong Kong & China. To construct the index, the index provider first screens the underlying universe for securities, selecting those with higher profitability, return on assets, return on equity, and gross margins. The index provider next determines a growth score and a value score for each selected security. The growth scores are based on sales, earnings, operating income, profitability and cash flows. The value scores are based on value, earnings yield, dividend yield, and cash flow metrics. The scores are used to construct a growth sleeve, a value sleeve and a crossover market sleeve that are blended to form the final portfolio. Though component securities of the Index may change from time to time, the index typically consists of 300–500 securities and, as of May 31, 2018, the market capitalization range of the Index was approximately $5 billion and larger.

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Alpha Vee Risk Managed Hedged - US Equity Index

This risk managed index invests in US equities from the universe of the S&P 500. The stratregy selects the top ranked 50 equities based on an Alpha Vee fundamental multi-factor approach. Using Return on Capital, Return on Equity, Price to Operating Cash Flow, Debt to % Equity and Alpha Vee's Sector factors to construct the index. The index adjusts the market risk monthly by dynamically hedging with the S&P 500 Total Return between 0% and 80% according to Alpha Vee's fundamental momentum based indicators that score quality and value of the market. Equities are weighted by market capitalization and rebalanced every 3 months.
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Alpha Vee Risk Managed Hedged - US Top 5 Sectors

This next generation risk managed index invests in US equities from all sectors. The index adjusts market risk monthly by dynamically hedging with the S&P 500 Total Return between 0% and 80% according to Alpha Vee fundamental momentum based indicators that score quality and value of the market. Sector weights are based on selecting the top 5 sectors according to Alpha Vee fundamental quality indicators. The sectors are dynamically adjusted based on the quality indicators every 3 months. The final portfolio is composed of 50 stocks based on deep academic factor model research. Each security is screened for a market capitalization that is over $5B. Stocks are weighted equally within each sector. The long component is rebalanced every 3 months. Currency is US Dollar.
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Alpha Vee Risk Managed Fixed Income Index

This index invests in three different Fixed Income strategies, dynamically allocating between 7-10 Years Treasury Bonds, IG Corporate Bonds and High Yield Bonds.Each strategy is chosen accordingly to proprietary fundamental based indicators that score quality of the market and suppose to predict a transition of economic regime.When the indicator shows the economy is moving in growth mode, the index will invest in the strategy with more exposure to IG Corporate Bonds and High Yield Bonds and less in 7-10 years TreasuryBonds.When the indicator shows the economy might be slowing, the index will invest in the strategy with more exposure to 7-10 Years Treasury Bonds and to IG Corporate Bonds.When the indicator is mixed, the index will invest in the strategy with moderate allocation to 7-10 Years Treasury Bonds, IG Corporate Bonds and High Yield Bonds.The index is rebalanced every month.
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Alpha Vee Risk Managed Allocation - US Equity & Treasure Bond Index

This risk managed index invests in US equities from the universe of the S&P 500. The stratregy selects the top ranked 50 equities based on an Alpha Vee fundamental multi-factor approach. Using Return on Capital, Return on Equity, Price to Operating Cash Flow, Debt to % Equity and Alpha Vee's Sector factors to construct the index. The index adjusts the market risk monthly by dynamically hedging with the S&P 500 Total Return between 0% and 80% according to Alpha Vee's fundamental momentum based indicators that score quality and value of the market. Equities are weighted by market capitalization and rebalanced every 3 months.
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Alpha Vee Risk Managed Allocation - Top 5 Sector & Treasury Bonds Index

This index invests in US equities from the Basic Materials, Cyc. Goods/Svc, Energy, Financials, Healthcare, Industrials, Non-Cyc. Goods/Svc, Technology, Telecom Services, Utilities and Real Estate sectors. The index adjusts market risk monthly by dynamically allocating ISHRS 7-10Y.TRSY.BD. (IEF) between 0% and 100% of the portfolio according to proprietary fundamental based indicators that score quality and value of the market. Sector weights are based on selecting the top 5 sectors according to proprietary fundamental quality indicators. The sectors are automatically adjusted according to S&P 500 TR every 3 months. The stock component is composed of 50 stocks based on customized factors (moderated by Standard Deviation). Market cap is over $5B. Stocks are weighted Equally. The long component is rebalanced every 3 months. Currency is US Dollar.
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Dynamic U.S. Growth Equity Index

The Alpha Vee Dynamic U.S. Growth Equity Index is composed of variable allocation of stocks and bond positions and offers an alternative to more traditional and volatile stock, bond, or balanced funds. The stocks positions include U.S. large and mid-capitalization stocks that meet eligibility requirements and have the best combined score based on fundamental quality and value signals. Positions are weighted according to their volatility characteristics. Alpha Vee is the first provider to offer a suite of dynamic smart beta investment strategies designed for all kinds of investors. This strategy is highly liquid with systematic and dynamic market exposure.

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Dynamic U.S. Low Volatility Equity Index

The Alpha Vee Dynamic U.S. Low Volatility Equity Index is composed of long and short equity positions and offers an alternative to more traditional and volatile stock, bond, or balanced funds. The Long Equity positions include U.S. largecapitalization stocks that meet eligibility requirements and have the best combined score based on fundamental quality and value signals. Positions are weighted according to their volatility characteristics. The Short Equity positions include the largest 500 U.S. companies, weighted by market capitalization, designed to act as a market risk hedge. Alpha Vee is the first provider to offer a suite of dynamic smart beta investment strategies designed for all kinds of investors. This strategy is highly liquid with systematic and dynamic market exposure.

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Dynamic U.S. Sector Value Equity Index

The Alpha Vee Dynamic U.S. Sector Value Equity Index is composed of variable allocation of stocks sector indices and bond positions and offers an alternative to more traditional and volatile stock, bond, or balanced funds. Sectors are under-weighted by identifying the weakest fundamental sector signals. Alpha Vee is the first provider to offer a suite of dynamic smart beta investment strategies designed for all kinds of investors. This strategy is highly liquid with systematic and dynamic market exposure.

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Dynamic U.S. Industrial Equity Index

The Alpha Vee Dynamic U.S. Industrial Equity Index is composed of variable allocation of industrial stocks and the top 500 U.S. companies. It offers an alternative to more traditional industrial stocks funds. The industrial stocks positions include U.S. large and mid-capitalization stocks that meet eligibility requirements and have the best combined score based on fundamental quality and value signals. Positions are weighted according to their volatility characteristics. Alpha Vee is the first provider to offer a suite of dynamic smart beta investment strategies designed for all kinds of investors.

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Dynamic European Growth Equity Index

The Alpha Vee Dynamic European Growth Equity Index is composed of European large and mid-capitalization stocks that meet eligibility requirements and have the best combined score based on fundamental quality and value signals. Sectors weights are adjusted according to a dynamic fundamental indicator. Positions are weighted according to their volatility characteristics. Alpha Vee is the first provider to offer a suite of dynamic smart beta investment strategies designed for all kinds of investors. This strategy has high capacity and liquidity.

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Dynamic European Low Volatility Equity Index

The Alpha Vee Dynamic European Low Volatility Equity Index is composed of long and short equity positions and offers an alternative to more traditional and volatile stock, bond, or balanced funds. The Long Equity positions include European large-capitalization stocks that meet eligibility requirements and have the best combined score based on fundamental quality and value signals. Positions are weighted according to their volatility characteristics. The Short Equity positions include the largest 600 European companies, weighted by market capitalization, designed to act as a market risk hedge. Alpha Vee is the first provider to offer a suite of dynamic smart beta investment strategies designed for all kinds of investors. This strategy is highly liquid with systematic and dynamic market exposure.

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Dynamic Canadian Growth Equity Index

The Alpha Vee Dynamic Canadian Growth Equity Index is composed of long and short equity positions and offers an alternative to more traditional and volatile stock, bond, or balanced funds. The Long Equity positions include Canadian large and mid-capitalization stocks that meet eligibility requirements and have the best combined score based on fundamental quality and value signals. Positions are weighted according to their volatility characteristics. The Short Equity positions include the largest 250 Canadian companies, weighted by market capitalization, designed to act as a market risk hedge. Alpha Vee is the first provider to offer a suite of dynamic smart beta investment strategies designed for all kinds of investors. This strategy is highly liquid with systematic and dynamic market exposure.

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Dynamic Canadian Low Volatility Equity Index

The Alpha Vee Dynamic Canadian Low Volatility Equity Index is composed of long and short equity positions and offers an alternative to more traditional and volatile stock, bond, or balanced funds. The Long Equity positions include Canadian large and mid-capitalization stocks that meet eligibility requirements and have the best combined score based on fundamental quality and value signals. Positions are weighted according to their volatility characteristics. The Short Equity positions include the largest 250 Canadian companies, weighted by market capitalization, designed to act as a market risk hedge. Alpha Vee is the first provider to offer a suite of dynamic smart beta investment strategies designed for all kinds of investors. This strategy is highly liquid with systematic and dynamic market exposure.

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