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Active Managment That Makes a Difference

Why settle for for passive and static

Agile Stock Based Indexes

Agile Momentum Equity Index

The Equity Momentum Index is an all weather equity momentum approach but protects the downside. The momentum ranking is based on a combination of a momentum ratios and statistical methods from a universe of the S&P 700 and rebalanced monthly. The top 20 are allocated to the index using a volatility parity weighting method.

Agile Core Equity Index

The Core Equity Index is an all weather stock strategy that holds up to 30 individual equities. This strategy uses quantitative large cap core equity style with components from opposite ends of the investment spectrum: Growth & Value. Reviewed monthly.

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