Factors rotate.Your portfolio should too.
Growth, momentum, quality, and value each lead in different market conditions. Adaptive Factor Rotation shifts weight toward the factors showing strength, and away from those fading.
The four factors
Decades of research. Four proven drivers of returns.
Growth
Companies with strong earnings and revenue expansion.
Leads in: expansionary markets
Momentum
Assets showing sustained price trends.
Leads in: trending markets
Quality
Firms with strong balance sheets and profitability.
Leads in: uncertain markets
Value
Stocks undervalued relative to intrinsic worth.
Leads in: recovery markets
How it works
AI detects which factors are leading and adjusts your exposure.
Factor weights shift based on AI-driven signals. As conditions change, the portfolio adapts. Allocations shown are illustrative.
Multi-factor exposure
Always diversified across multiple factors.
AI-driven rotation
Signals detect leading factors and shift weight accordingly.
Rules-based
Every rotation decision follows predefined logic.
Continuous adaptation
Not on a fixed schedule. Adjusts as market conditions evolve.
faq
Common questions
What is Adaptive Factor Rotation?
Adaptive Factor Rotation is a rules-based investment strategy that provides diversified exposure across multiple investment factors, such as growth, momentum, quality, and low volatility, and adjusts allocations over time as market conditions change.
What is the minimum investment size?
Get started with as little as $100.
How is this different from a factor ETF?
Most factor ETFs provide static exposure to a single factor. Adaptive Factor Rotation dynamically adjusts exposure across multiple factors using predefined signals, rather than remaining locked into one style.
How often does the strategy adjust?
Adjustments are made based on predefined rules and market conditions, not on a fixed schedule. This allows the strategy to respond as conditions evolve.
The right factors, at the right time.
AI-driven factor rotation, fully automated across market cycles.