In our view, a large majority of the most successful investment factors can be categorized as either Trend Following, or Mean Reversion

Trend Following: Identify an established directional movement in either a stock’s price or fundamentals, and buy into the trend with the assumption that it will continue (Momentum, Performance).

Mean Reversion: Invest against the prevailing trend with the assumption that it’s run its course and is about to change (Value).

The MVP Fund strategy combines the best elements of these investment styles.

Trend Following – Momentum of Earnings, Revenue, Estimates and Price

Mean Reversion – Stocks trading at a discount to their underlying fundamentals




​​​​eQuaTe MVP Strategy

Combines the best elements of multiple investment styles

​​​​Investment Style

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