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 Receives Five Star Wealth Manager Honors 10 Consecutive Years Managing Partner and Chief Investment Officer, Todd Gervasini, has received Five Star Wealth Manager honors for a decade straight, from 2012 – 2021. Award candidates are evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. 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 Asset Manager of
    the Year
    Wakefield Asset Management, is pleased to announce that our Wakefield Large Cap Equity Portfolio was named Manager of the Year by Envestnet and Investment Advisor magazine. read more
    Wakefield Large Cap Equity Portfolios Named Top Gun Performer in 4 Categories Wakefield’s Large Cap Equity Portfolios were named as a Top Gun in 4 categories by Informa Investment Solutions for 3Q 2021. read more Wakefield Small Cap Equity Named Top Gun Performer Wakefield Asset Management is pleased to announce that our Wakefield Small Cap Equity Portfolio has achieved Top Gun status for 1Q 2021 within Informa Investment Solution’s PSN manager database.

    WAKEFIELD ASSET MANAGEMENT

    7887 East Belleview Avenue Suite 800
    Englewood, CO 80111

    (303) 771-0630

    customerservice@wakefieldinc.com