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 Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Equity strategy was named to the Top Guns list in 2 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 2026. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 7 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 2026. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 5 Categories Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 7 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 2026. read more Wakefield Named 2026 Envestnet Asset Manager Category Winner of the Year Wakefield Asset Management, LLLP, is pleased to announce the Wakefield Large Cap Equity Strategy received the award for Manager of the Year by Envestnet, Inc. in the U.S. Large Cap & All Cap category. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Equity strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Tax Aware Equity strategy 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, 2026. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 5 Categories Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 5 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Biblically Responsible Equity strategy 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, 2024. read more Wakefield Small Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Small Cap Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended June 30, 2025 read more Wakefield Small Cap Equity Strategy Named Top Gun Performer Wakefield Small Cap Equity strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2025. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2024. read more Large Cap Equity Strategy Named Top Gun Performer Wakefield Large Cap Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2024. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 4 Categories Wakefield Biblically Responsible Equity strategy 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, 2024. 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 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 Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more

    WAKEFIELD ASSET MANAGEMENT

    7887 East Belleview Avenue Suite 800
    Englewood, CO 80111

    (303) 771-0630

    customerservice@wakefieldinc.com