Solutions
Science-based portfolio construction
We build absolute and relative return solutions using a sophisticated alpha engine and customizable, capital-efficient beta overlays.
PORTABLE ALPHA
alpha?
Our purpose is simple: to preserve and compound wealth for generations.
We believe strategies that manage volatility and drawdowns are the key, helping investors make better decisions across their portfolios at the pivotal moments when long-term value is created or lost.
By pursuing cash-efficient beta aligned with each client’s target exposure, we seek to free capital for diverse alpha streams, an approach grounded in decades of risk management experience and research, known as portable alpha.
Our Approach
LAB QS is a portable alpha specialist
Risk-first philosophy
The way we think about investing is in complete alignment with our investment approach, ensuring coherence and consistency in application.
Quantitative roots
We have the quantitative expertise, grounded in decades of research and real-world implementation, required to build and manage portable alpha strategies.
Adaptive innovation
Our entrepreneurial DNA and continuous R&D in proprietary quantitative investment strategies keep us at the forefront of portable alpha innovation.
Capital-efficient beta
Through custom beta overlays, implemented via derivatives, we aim to give investors their desired equity exposure while freeing up capital for alpha generation.
Distinct alpha strategies
We combine proprietary alpha models with select external managers/strategies aiming to provide a diversified set of alphas designed to perform across various market cycles.
Advanced asset allocation
Ultimately, the unique methodology we use to combine beta and alpha, subject to the needs of our clients, is what differentiates LAB QS.
Products
Absolute Return 'Hedged Equity' Strategy
& Relative Return 'Hedged Equity' Strategy
Absolute Return 'Hedged Equity' Strategy
This fund and its Cayman offshore counterpart is our flagship 'hedged equity' absolute return strategy. It targets equity like returns with lower volatility and reduced drawdowns across market cycles, offering long term growth through stability and capital preservation.
Alpha Engine
Strategic Beta
Customizable Overlay
e.g., ACWI, SPY, NDX,
RTY, AGG
Relative Return 'Hedged Equity' Strategy
This fund is built with the aim to consistently outperform a specified benchmark while also targeting reduced drawdowns and lower overall risk. It offers a customizable solution, allowing investors to select a strategic beta overlay benchmark and define the alpha-beta mix.