OUR SERVICES

CORPORATE BANKING

Creating capital solutions for closely-held companies
Senior Debt Solutions
Banking Areas of Focus

MERGERS & ACQUISITIONS ADVISORY
Providing industry-focused, independent M&A Advisory
Our Advisory Approach
Areas of Focus

INVESTMENT MANAGEMENT
A disciplined investment culture
Public Equity
Fixed Income
Private Equity
Mutual Funds

WEALTH MANAGEMENT
Servicing individuals and families over generations
Investment Advisory
Wealth Planning
Fiduciary Services
Banking Services

INVESTOR SERVICES
Solutions for asset gatherers and financial institutions
Products & Capabilities
Specialized Services
Markets
Solutions

INDIVIDUALS & FAMILIES
Focusing on investment and advisory solutions

MIDDLE MARKET BUSINESSES
Investment solutions and thoughtful wealth planning

INSTITUTIONS
Addressing business challenges of financial institutions

ADVISORS & CONSULTANTS
Partnering with intermediaries to better serve clients


Core Strategies

Global Equity - Jeffrey Brothers Capital’s Global Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 5,500 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

International Equity - Jeffrey Brothers Capital’s International Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 2,600 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

Asian Large Cap Equity - Jeffrey Brothers Capital’s Asian Large Cap Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 3,000 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.
  
Asian Mid Cap Equity - Jeffrey Brothers Capital’s Asian Mid Cap Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 800 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

Higher Alpha Strategies

Global Unconstrained Equity - Jeffrey Brothers Capital’s Global Unconstrained Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank 6,500 liquid stocks daily. This product, which has no restrictions on market cap, style or sector/region allocations, provides greater alpha potential by making opportunistic use of the information available from Jeffrey Brothers Capital’s full suite of strategies.

International Small Cap Equity - Jeffrey Brothers Capital’s International Small Cap Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 1,800 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

Asian Small Cap Equity - Jeffrey Brothers Capital’s Asian Small Cap Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 2,000 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

Global Emerging Markets Equity - Jeffrey Brothers Capital’s Global Emerging Markets Equity strategy uses a unique synthesis of quantitative and fundamental investment disciplines to objectively rank an investable universe of approximately 1,750 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.

Global Emerging Markets - Smaller Companies Equity -Jeffrey Brothers Capital’s Global Emerging Markets Smaller Companies Equity strategy, designed to capitalize on the higher growth opportunities among small cap stocks, uses a unique synthesis of quantitative and fundamental investment disciplines to objectively rank an investable universe of approximately 1,300 liquid stocks daily. This strategy is well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market envi­ronments and add value in both up and down markets

Japan Equity - Jeffrey Brothers Capital’s -Japan Equity strategy uses a unique synthesis of quantitative and fundamental investment disciplines to objectively rank an investable universe of approximately 1,100 liquid stocks daily. Our portfolios are well diversified and style neutral, with moderate active bets versus the benchmark. We seek to outperform across a range of market environments and add value in both up and down markets.