Fan Asset Management LLC

Company History

Investment Philosophy

Ownership/Minority Status

Product Offerings

Performance Track Record

Consultant Links

SEC Link (ADV Forms)

Product Offerings

 

Sustainable Earnings Growth (SEG) Strategies:  Portfolio strategy that involve both top-down relative style/sector allocation and bottom-up stock selection.

Product Offerings:  Large Cap Growth and Mid Cap Growth strategy.

 

Enhanced Micro Cap Strategies:  Enhanced index fund strategies that create an exposure in the micro cap segment of the capital market with an enhanced alpha.

Product Offerings:  Enhanced Micro Cap Index Fund strategy.

 

Tactical Style Beta (TSB) Strategies:  Top-down asset allocation strategies that allocate capital among the capital market's canonical asset classes and equity styles.

Product Offerings:  Large Cap Style Allocation and Large/Small Cap Rotation strategy.