Rosenborg Equities

What is quantitative investing?

Quantitative investing uses technology and modelling to perform investment analysis, identify investment opportunities, and to select what goes into, and what is left out of a portfolio.

Who are Rosenberg Equities?

Rosenberg Equities has been closely associated with quantitative investing since 1985. We were one of the original quant start ups and among the first to develop advanced models of fundamental data to analyze millions of data points to identify investment opportunities. By building on over 30 years of heritage and with investments in machine learning and alternative data, we ensure our portfolios are built using the best quantitative modelling techniques available. Our experience expands to non-financial data, and we were one of the first quantitative managers to completely integrate Environmental, Social and Governance (ESG) considerations into all of our portfolios. We do so because we believe thoughtful use of this data helps us capture better fundamentals; by integrating ESG we reduce risk and improve investment outcomes. To us, it’s the right way to invest.

Rosenberg Equities is not your average investment manager, or your typical quant. Our highly systematic approach to investing is complemented by our teams’ unbridled curiosity and excitement at finding creative solutions to our clients’ investment problems. Our people make the difference.

Fresh thinking from the original quant

Just as the industry and the needs of our clients have changed, we too have adapted and evolved. We tend to balance decades of experience and our capacity for fresh thinking to find better information and produce better insights, which we trust will deliver higher investment outcomes for our clients. Whether it’s using natural language processing to quickly analyze company filings and analyst call transcripts, applying machine learning techniques to manage tail risks, or integrating new insights such as the importance of board diversity when assessing earnings quality, we aim to be at the forefront of developments in the investment landscape. In doing so, we construct the bridge between today and our clients’ future.

ESG integration

Few asset managers put ESG (environmental, social and governance) beliefs at the core of their investment philosophy, however our commitment is such that we’ve integrated ESG criteria into our core investment process across all of our strategies. We are dedicated to a more sustainable form of equity investing and believe that this will give better investment results in the long term.

Find out more about Rosenberg and ESG.