strategy

Active Factor Equity

Active Factor Equity

QS Investors offers investors several risk-managed, quantitative opportunities to participate in the U.S. and global equity markets. These multi-factor strategies cover both large and small cap equities screened through a library of over 50 strategic and tactical performance factors.

Outcome Coverage

Wealth Creation Designed to produce consistent repeatable performance in a variety of market environments.

Our Approach to Active Factor

Active Factor Equity

Active Factor Equity is designed to produce consistent, repeatable and adaptive performance in a wide variety of market environments. We measure human behavior by looking at fear and greed indicators, economic cycles, and credit cycles. By looking back through history at over reactive and under reactive time periods we determine what types of characteristics will be rewarded today and dial up and down different factors based on the type of environment we are currently experiencing. Our deep insight into human behavior is an important catalyst in our quantitative approach as we strive to elevate the certainty of the outcomes we deliver to investors.

Meet Your Managers

Jacqueline Hurley Picture

Jacqueline Hurley, CFA

PORTFOLIO MANAGER

Responsible For:

  • Active Factor Equity
  • Liquid Alternatives
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Russell Shtern Picture

Russell Shtern, CFA

HEAD OF GLOBAL EQUITY PORTFOLIO MANAGEMENT

Responsible For:

  • Active Factor Equity
  • Diversification Based Investing
  • Defensive Equity Income
  • Liquid Alternatives
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Stephen A. Lanzendorf Picture

Stephen A. Lanzendorf, CFA

PORTFOLIO MANAGER

Responsible For:

  • Active Factor Equity
  • Defensive Equity Income
  • Liquid Alternatives
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Joseph S. Giroux Picture

Joseph S. Giroux

PORTFOLIO MANAGER

Responsible For:

  • Active Factor Equity
  • Defensive Equity Income
  • Liquid Alternatives
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Christopher W. Floyd Picture

Christopher W. Floyd, CFA

PORTFOLIO MANAGER

Responsible For:

  • Active Factor Equity
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QS Strategy Composite

  • Global Environmental Social and Governance Equity
  • Global Opportunistic Equity
  • Global Small Capitalization Equity
  • International Equity
  • International Small Capitalization Equity
  • US Large Capitalization Equity
  • US Mid Capitalization Equity
  • US Small Capitalization Equity

QS Strategies are available to institutional investors through an array of investment vehicles.
Contact us to discuss options

Legg Mason Investment Vehicles

Mutual Funds

  • QS Global Equity Fund
  • QS U.S. Large Cap Equity Fund
  • QS U.S. Small Capitalization Equity Fund
  • QS International Equity Fund

UCITS Funds

  • Legg Mason QS Investors Global Equity Fund