Westpeak Global Advisors is an independent investment management and research company specializing in ActiveBeta^® Strategies. These strategies cover global equity markets and focus on momentum and value, two well-documented stock characteristics associated with significant market outperformance in the long run.

The magnitude of short-term underperformance is a key dimension of risk in active equity strategies, as it impacts investors’ ability to stay invested. ActiveBeta Strategies are designed to take advantage of the important risk reduction benefits offered by a momentum and value diversification strategy, which provides superior risk-adjusted returns in the long run, while limiting the magnitude of potential short-term market underperformance.

Westpeak employs a proprietary, patent-pending portfolio construction technique that seeks to deliver these characteristics-based returns with low stock-specific risk, high diversification, complete transparency, and low fees, while controlling risk relative to the client-specified benchmark.

Westpeak fosters a partnership spirit with its clients and develops customized investment solutions to meet their specific needs. Asset owners can implement these strategies internally, through Westpeak, or through an external manager of their choice.