Frequently Asked Questions

LAB Quantitative Strategies (LAB QS) is an institutional investment manager that blends science, research, and real-world experience to build more resilient portfolios. Our strategies are designed to deliver smoother returns through a systematic, risk-first approach that emphasizes consistency, transparency, and discipline.

Risk-first, Equity-focused, Liquid, Institutional, Scalable, Systematic, Tax-aware, Holistic.

Portfolio construction is our edge. Our systematic, risk-first process minimizes emotional decision-making, complements existing investments, and aims to deliver an attractive net capture rate over time.

Portable Alpha is an investment approach that generates returns independent of market exposure. At LAB QS, we design alpha-generating strategies that can be layered onto a client’s existing portfolio without requiring changes to their core asset allocation. This helps enhance diversification, improve risk-adjusted returns and supports long-term goals. With a cash-efficient, modular design, Portable Alpha lets investors elevate performance without disrupting core allocations.

We invest primarily in liquid instruments traded across 150+ global markets. Most positions have monthly or better liquidity, and even our external allocations emphasize transparent, institutional-quality vehicles. Managing overall portfolio liquidity is paramount – it seeks to ensure clients retain access to capital and flexibility through changing market conditions.

We serve high-net-worth individuals, family offices, RIAs, endowments, and foundations.  Our roots lie in one of the largest family offices in the world. Today, we bring the same level of institutional discipline, infrastructure, and care to a broader base of sophisticated investors.

Risk management is the foundation of LAB QS and is built into every stage of our portfolio construction process. By focusing on controlling volatility, limiting drawdowns, and managing correlations, we aim to deliver smoother returns across market environments helping clients stay invested with confidence.

Risk-First: We manage risk first, letting returns follow. 

Equity-focused: We believe equity exposure drives both expected return and expected risk.  We strive to understand our total portfolio equity exposure, have a real-time point of view on what equity exposure should be, and adjust exposure as needed, all with the intent to maximize equity-exposure within our risk objectives. 

Portable Alpha Advantage: 17+ years refining uncorrelated alpha delivery. 

Experienced Team: Deep expertise across hedge funds, consulting, investing, portfolio construction, research, and technology.