Disciplined. Consistent. Time-Tested. Disciplined.
Consistent.
Time-Tested.

Disciplined. Consistent. Time-Tested. Disciplined.
Consistent.
Time-Tested.

Process

Our process seeks to capitalize on anomalies
in behavioral finance that are supported by
academic and in-house research.

We employ proprietary research tools with the ability to evaluate every stock in the appropriate investment universe. The process is simple in nature, but robust in its capability. Our process has remained consistent across bull and bear markets for over 20 years. Discipline is not just a word, it’s absolute.

QUANTITATIVE

  • Proprietary, quantitative research models
  • Evaluate every stock within investment universe
  • Multi-factor model provides initial stock identification
  • QUALITATIVE

  • Identify specific securities for purchase and sale
  • Confirm validity of the quantitative rank
  • Assess overall fit within existing portfolio
  • CONSTRUCTION

  • Below market risk (Beta)
  • Near sector neutral to the equal-weight S&P 500
  • Equally-weighted position size
  • Process

    Our process seeks to capitalize on anomalies in behavioral finance that are supported by academic and in-house research.

    We employ proprietary research tools with the ability to evaluate every stock in the appropriate investment universe. The process is simple in nature, but robust in its capability. Our process has remained consistent across bull and bear markets for over 20 years. Discipline is not just a word, it’s absolute.

    QUANTITATIVE

  • Proprietary, quantitative research models
  • Evaluate every stock within investment universe
  • Multi-factor model provides initial stock identification
  • QUALITATIVE

  • Identify specific securities for purchase and sale
  • Confirm validity of the quantitative rank
  • Assess overall fit within existing portfolio
  • CONSTRUCTION

  • Below market risk (Beta)
  • Near sector neutral to the equal-weight S&P 500
  • Equally-weighted position size
  • FINAL PORTFOLIO

    • Attractive Risk/Reward
    • High Future Potential for Positive
      Estimate Revisions
    • Robust Surprise Earnings Potential
    • Diversified Across 15-17 Sectors
    • High Active Share
    • Fully Invested
    • Below-Market Valuation

    CONCENTRATED

    • 33 Positions in Large Cap
    • 45-50 Positions in Small Cap

    RISK CONTROLS

  • Constantly monitor existing positions
  • Continuous research
  • On-going evaluation of risk
  • SELL DISCIPLINE

  • Strict, quantitative approach
  • Highly disciplined
  • FINAL PORTFOLIO

    • Attractive Risk/Reward
    • High Future Potential for Positive
      Estimate Revisions
    • Robust Surprise Earnings Potential
    • Diversified Across 15-17 Sectors
    • High Active Share
    • Fully Invested
    • Below-Market Valuation

    CONCENTRATED

    • 33 Positions in Large Cap
    • 45-50 Positions in Small Cap

    RISK CONTROLS

  • Constantly monitor existing positions
  • Continuous research
  • On-going evaluation of risk
  • SELL DISCIPLINE

  • Strict, quantitative approach
  • Highly disciplined
  • Wakefield Asset Management Large Cap Equity Portfolio Named Top Gun Performer The Wakefield Large Cap Equity Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Small Cap Equity Portfolio Named Top Gun Performer The Wakefield Small Cap Equity Portfolio was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Biblically Responsible Portfolio Named Top Gun Performer The Wakefield Biblically Responsible Equity Portfolio was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Tax Aware Portfolio Named Top Gun Performer The Wakefield Large Cap Tax Aware Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Large Cap Equity
    Named Top Gun Performer
    Wakefield’s Large Cap Equity Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021. read more
    Wakefield Large Cap Equity
    Tax Aware Named Top Gun
    Performer
    Wakefield’s Large Cap Equity Tax Aware Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more
    Wakefield Biblically Responsible Equity Named Top Gun Performer in 2 Categories Wakefield’s Large Cap Biblically Responsible Portfolio was named a Top Gun in 2 categories by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more Wakefield Small Cap Equity
    Named Top Gun Performer
    in 5 Categories
    Wakefield’s Small Cap Equity Portfolio was named a Top Gun in 5 categories by Informa Investment Solutions PSN manager database for 4Q 2021 and for the year ended December 31, 2021.read more
    Wakefield Asset Management Named Large Cap Manager of the Year Wakefield Asset Management, LLLP has been named Large Cap Manager of the Year for the 12th Annual Emerging Manager Awards by Emerging Manager Monthly. read more Wakefield Asset Management Named 2022 Asset Manager
    of the Year
    Wakefield Asset Management is pleased to announce that our Wakefield Large Cap Equity Portfolio was named 2022 Manager of the Year by Envestnet and Investment Advisor magazine. read more

    WAKEFIELD ASSET MANAGEMENT

    7887 East Belleview Avenue Suite 800
    Englewood, CO 80111

    (303) 771-0630

    customerservice@wakefieldinc.com