Alpha Equity Management
Alpha Equity Management is an investment management firm specializing in quantitative strategies engineered to generate excess return through all market cycles. Alpha has developed an impressive track record in international, real estate and domestic short-extension strategies. We believe this long-term experience will be a great benefit for investors seeking alternative investment strategies.
Alpha's investment approach is based upon an investment philosophy that combines leading-edge academic research and years of investment experience. Its proprietary DIFF ModelTM (Dynamic Integrated Factor Forecasting) enables Alpha to give appropriate weight to the factors that are most likely to lead to risk-adjusted excess return ("alpha") based on the current market environment. The Alpha strategies seek to outperform the benchmark by establishing long and short positions offering the best combination of expected return, transaction costs and risk.
| Strategy | Benchmark | Inception* | AUM** (Mil) |
|---|---|---|---|
| International Equity 130/30 | FTSE All World Index ex-US (INTL) Index | June 2001 | 106.4 |
| Real Estate 130/30 | FTSE NAREIT Equity REITs Index | June 2001 | 12.3 |
| U.S. Equity 130/30 | S&P 500 Index | July 2000 | 11.3 |
For separately managed accounts, please visit: www.alphaequitymgmt.com
For mutual funds:
RidgeWorth International Equity 130/30 Fund
RidgeWorth Real Estate 130/30 Fund
RidgeWorth U.S. Equity 130/30 Fund
* Inception of the institutional composite. The inception of the registered mutual fund may differ.
** As of 6/30/10
