INVESTING STRATEGIES
QFG pursues three distinct strategies. Each strategy is further subdivided into pods of 7-8 members led by experienced Portfolio Managers. The Investment Committee, comprised of all the PMs and chaired by the Chief Investment Officer, hears investment pitches and determines which ideas will become positions in the portfolio.
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Long/Short Equity
Our L/S Equity Group employs fundamental security analysis to find mispricings in the public markets. We benefit from a highly rigorous approach that incorporates thorough qualitative research and financial modeling to arrive at a non-consensus viewpoint. The group is segmented into industry vertical pods.
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Special Situations
Our Special Situations Group is focused on event-driven strategies with a defined catalyst for value realization. These opportunities include, but are not limited to: merger arbitrage, spinoffs, liquidations, contingent value rights, litigation stubs, closed-end fund arbitrage, and activist involvement,
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Quantitative Opportunities
Our Quantitative Opportunities Group develops and optimizes various systematic trading algorithms with the goal of creating uncorrelated returns with attractive risk profiles. We are currently the only investment group at Penn that implements algorithmic trading strategies with real assets.
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