Institutional


As an emerging manager, we offer quantitative investment solutions to family offices, funds of funds, and other institutional clients.

 

Passage Smart Balance

Balanced Strategy

A systematic approach to balanced fund investing, this unique strategy aims to transform the classical tradition of investing in equities and fixed income.  A proprietary quantitative model is applied to tactically allocate among mid-to-large-cap U.S. equities and long-term U.S. Treasuries.  The portfolio is designed to dampen portfolio volatility and limit major drawdowns while still providing long-term growth.

Passage Smart Balance Fact Sheet

 


Passage Dividend Appreciation 

Global Equity – Dividend Large-Cap Core

Passage Dividend Appreciation seeks to invest in the stocks of mid-to-large-cap companies with robust balance sheets, stable earnings, growing dividends, and a yield above a broad-market index in a disciplined and systematic manner. These companies are evaluated based on the strength of their financials, management prowess, and technical factors.

Passage Dividend Appreciation Fact Sheet

 


Passage Index Plus 

U.S. Large-Cap Equity

Passage Index Plus is an active strategy seeking to provide long-term capital appreciation by selecting between 25 and 40 stocks from the S&P 500 Index based on a proprietary quantitative model.

Passage Index Plus Fact Sheet