Growth
Tilt towards stocks of companies with strong expected growth in earnings or revenue, often trading at higher valuations.
Quality
Tilt towards financially strong companies with high profitability, stable earnings, and low debt, aiming for more resilient long-term returns.
Comparison
Growth | Quality | |
|---|---|---|
| After-tax excess return, net of fees | +6.75% | +8.49% |
| Annualized losses generated | 19.16% | 24.33% |
| Tracking error | 4.13% | 3.92% |