Across all Wakefield equity strategies,
we believe that while the overall market is
efficient, pockets of inefficiency do exist.
WAKEFIELD PHILOSOPHY
Our unique investment strategy stands apart from the mainstream investment community. We focus on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time. These inefficiencies are based on the philosophy that most investors make predictable mistakes in assessing the future value of companies.
By exposing these pockets of inefficiencies to a highly disciplined research process, security selection, implementation and monitoring, we see opportunities to outperform.
In our management and research, our goals are:
Across all Wakefield equity strategies, we believe that while the overall market is efficient, pockets of inefficiency do exist.
WAKEFIELD PHILOSOPHY
Our unique investment strategy stands apart from the mainstream investment community. We focus on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time. These inefficiencies are based on the philosophy that most investors make predictable mistakes in assessing the future value of companies.
By exposing these pockets of inefficiencies to a highly disciplined research process, security selection, implementation and monitoring, we see opportunities to outperform.
In our management and research, our goals are:
Our promise to our clients is strict
adherence to each investment strategy and an
unending ambition to deliver superior investment
returns with attentive client service.
PARTNERING WITH WAKEFIELD
Wakefield Asset Management specializes in actively-managed U.S. Equity strategies. We can customize any of our portfolios to meet client needs for Socially Responsible, Religious Values-Based and Environmental, Social and Corporate Governance equity strategies. Wakefield is committed to an unemotional and objective investment approach that delivers long-term, superior returns.
Our clients include a diverse group of institutional and individuals, including:
Our promise to our clients is strict adherence to each investment strategy and an unending ambition to deliver superior investment returns with attentive client service.
PARTNERING WITH WAKEFIELD
Wakefield Asset Management specializes in actively-managed U.S. Equity strategies. We can customize any of our portfolios to meet client needs for Socially Responsible, Religious Values-Based and Environmental, Social and Corporate Governance equity strategies. Wakefield is committed to an unemotional and objective investment approach that delivers long-term, superior returns.
Our clients include a diverse group of institutional and individuals, including:
WAKEFIELD ASSET MANAGEMENT
7887 East Belleview Avenue Suite 800
Englewood, CO 80111
(303) 771-0630
