The WPG Disciplined Equity team led by Easton Ragsdale and Peter Albanese has worked together for close to 20 years, over which time the quantitative techniques employed have evolved to include multiple new stock selection factors to help generate alpha in constantly changing and often volatile markets.
The investment philosophy is based on empirical evidence that equity markets experience inefficiencies or anomalies that can be exploited to generate alpha.
Making continuous improvements and enhancements to our investment process is a key priority. Alongside this, we conduct sophisticated historical back-testing to document, measure and aid in capturing the market inefficiencies.
Stock selection is done through a combination of: proprietary stock selection models that are proven alpha engines, fundamental research, and human judgment.
The key elements of our competitive advantage are: