Marquette Chester Joins Xponance to Lead Alternatives Business
Xponance, Inc., a multi-strategy investment firm, announced today that it will expand its business to include alternative capabilities for institutional and other qualified investors. The firm has hired industry veteran Marquette Chester as Senior Managing Director to lead this effort.
Marquette Chester
Marquette Chester Senior Managing Director | Xponance Alternatives Solutions Marquette Chester is Senior Managing Director of Xponance Alternatives Solutions. He brings over 30 years of institutional experience, with 20 years in private equity. He previously served as...
Taiwan: “It’s More Than Just a Tech Stock” – What Asset Owners May Be Missing in Taiwan
The best performing emerging market of the past decade gets no love from investors. Taiwan is a perennial underweight for active global emerging market (GEM) funds, despite being the best performing market over the past decade.
A Challenging Environment for Quant Strategies
Although equity markets have been steadily rising, quantitative strategies have found it challenging to beat broad market indices, especially for the past three years. A number of macro catalysts, most notably, the ongoing coronavirus pandemic, have created …
U.S. Fixed Income: Q4 2020 Update
A we put 2020 firmly in the rear-view mirror, we simultaneously contemplate the state of fixed income markets as we head into 2021. We spent much of our commentary budget last year discussing the massive dislocation and subsequent recovery in fixed income markets while also viewing these from a historical perspective.
Systematic Global Equities: Q4 2020 Update
2020, a year characterized by a global pandemic, saw dramatic reversals in sentiment and leadership in equity markets. After being panic-stricken in the first quarter when the pandemic broke out…
Q1 2021 Market Outlook: Now, Work on Having a Good 2021!
On January 6, 2020, the world watched in astonishment as a mob stormed through the U.S. Capitol to reject the legitimacy of the democratically elected candidate’s presidential victory. Once again, we were reminded that it is policy and not politics that drives risk asset performance.
Xponance Named One Of Pensions & Investments Best Places To Work In Money Management
Xponance®, Inc. has been named one of the 2020 Best Places to Work in Money Management for firms with 20 to 49 employees, announced by Pensions & Investments today. This is the firm’s first award.
Rush University Medical Center Hires Xponance®
December 10, 2020—Philadelphia, PA Chicago-based Rush University Medical Center has hired Xponance®, Inc. to provide passive equity investment management services at its November board of directors meeting. Xponance®, a 100% employee owned, diverse investment manager based in Philadelphia, will manage a $50 million S&P 500 Index assignment for Rush.
Limited Duration Test
Yield Advantage Limited Duration Q3 2020 | Sept 30, 2020 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 0.96 2.59 3.33 2.92 2.55 2.18 2.00 2.07 Net of fees 0.94 2.51 3.22 2.82 2.45 2.09 1.90 1.97...
Leonard Oremland Joins Xponance®
Press Release December 2, 2020–Philadelphia, PA Industry veteran Len Oremland has joined Xponance®, Inc. as Managing Director, Head of Distribution and Client Engagement. Len will join the firm’s management committee and lead all aspects of Sales, Consultant...Leonard J Oremland
Leonard J. Oremland Managing DirectorHead of Distribution Leonard (Len) J. Oremland leads all aspects of distribution for Xponance, including sales, consultant relations, marketing and public relations. He is a member of the Management, Investment Governance & ESG...
The Risk of a Contested Election and Civilian Unrest
Despite a meaningful lead in national polls by former Vice President Biden over President Trump, the next President of the United States will be decided by the outcome in approximately 13 states …
U.S. Fixed Income: Q3 2020 Update
The final stanza of 2020 is upon us, and the fixed income landscape looks quite complacent across many sectors of the market. Treasury rates are somewhat of an exception, as the re-steepening of the treasury curve is pronounced …
Q4 2020 Market Outlook: Risks that Keep Us up at Night as Investors (and Citizens)
History teaches us that financial assets and markets can survive and indeed thrive under different political systems (see China and Thailand for example), but social unrest and instability are their common and universal kryptonite.
Systematic Global Equities: Q3 2020 Update
The third quarter of 2020 saw equity markets post strong gains, capping the best two-quarter performance since 2009. Despite a spike in coronavirus cases in June and July, there has been a slow but steady recovery in economic activity.
Russell 1000 Growth Index Replication Strategy
Russell 1000 Growth Index Replication Strategy Q2 2025 | June 30, 2025 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 17.85 6.11 17.22 25.75 18.14 - - 17.08 Net of fees 17.84 6.09 17.19...Russell 2000 Index Replication Strategy
Russell 2000 Index Replication Strategy Q2 2023 | June 30, 2023 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 5.19 8.06 12.27 10.78 4.19 - - 5.39 Net of fees 5.18 8.05 12.24 10.76 4.17 - -...S&P 400 Index Replication Strategy
S&P 400 Index Replication Strategy Q2 2025 | June 30, 2025 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 6.72 0.22 7.53 12.82 13.43 - - 10.03 Net of fees 6.71 0.20 7.49 12.78 13.40 - -...S&P 500 Index Replication Strategy
S&P 500 Index Replication Strategy Q2 2025 | June 30, 2025 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 10.95 6.21 15.16 19.70 16.63 14.38 - 14.67 Net of fees 10.94 6.20 15.13 19.67...Russell 1000 Value Index Replication Strategy
Russell 1000 Value Index Replication Strategy Q2 2025 | June 30, 2025 Read PDF Version Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 3.79 6.00 13.71 12.76 13.92 9.58 - 9.04 Net of fees 3.77 5.97 13.64 12.67...
Index Concentration & Portfolio Construction
The bellwether index for U.S. equity markets, the S&P 500, has seen a steady increase in stock and sector concentrations since 2017. This has created implications regarding the drivers of market performance …
U.S. Fixed Income: Q2 2020 Update
As we move into the second half of 2020, we can only look back on the first half in amazement. In fact, 1H20 was a tale of two halves, for markets generally and the fixed income markets specifically. As we noted in our commentary for 1Q20 March was one of the worst months for…
Systematic Global Equities: Q2 2020 Update
When this year began, no one could have predicted the path we would travel in just six short months. While the first quarter of 2020 was one of the worst on record, the second quarter was one of the best. Equity markets have experienced wild swings…
Q3 2020 Market Outlook: Now Comes the Hard Part
Having troughed in May, high frequency economic data snapped back sharply in June, albeit not to pre-virus levels. One such indicator – the Global purchasing managers’ index (PMI) markedly improved in June from 42.4 to 47.8; but remains in contractionary territory…
Xponance® Achieves Top Guns Status For First Quarter Of 2020 By Informa Investment Solutions
Press Release PHILADELPHIA, PA, June 18, 2020 – Xponance®, Inc., an investment management company offering active and systematic global equity, passive equity and active fixed income strategies, today announced that it has been recognized with Top Guns status for the...
Is it Time for a Small Cap Resurgence?
The recent past has seen extreme divergence in the performance of small cap stocks versus their large cap counterparts. We take a closer look at this underperformance and discuss the impact of different market environments on the returns generated by small cap stocks. …
Facing our Racial Demons and Healing Them
As people of good conscience raise their voices in response to the killing of George Floyd and a justice system whose impartiality too often excludes black and brown peoples, Dr. King’s words 60 years ago should haunt us all…
Growth and Value Uncovered: What Kinds of Managers Are Winning And Losing?
Growth managers have been outperforming core benchmarks and value managers by a wide margin the past 3+ years (Chart 1). In this analysis, we dig a little deeper to see what investment approaches …