Intech Launches U.S. Small-Mid Cap Enhanced Plus Strategy with Over a Half Billion in Initial Funding

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WEST PALM BEACH, FL, June 20, 2024 (GLOBE NEWSWIRE) — Intech, a global quantitative equity manager, proudly announces the launch of its U.S. Small-Mid Cap (SMID) Enhanced Plus strategy, backed by a substantial initial investment exceeding half a billion dollars. This new mandate underscores Intech’s sustained growth and strategic innovation, setting Intech U.S. Small-Mid Cap Enhanced Plus strategy apart from competitors with its unique approach and competitive fee structure.1 

Key Differentiators in a Competitive Market 

  • Distinctive Alpha Source: Aims to use stock price volatility and correlations to deliver an uncorrelated alpha source for portfolios. 
  • Enhanced Indexing: Moderate, systematic deviations from the index seek a higher probability of alpha capture and strong alignment with policy portfolios. 
  • Lower Fees: Clients have the potential to capture a larger portion of returns from lower relative active management fees.1 

“Solving for emerging client needs is a key focus of the new Intech,” said Dr. Jose Marques, Chief Executive Officer at Intech. “This announcement continues the momentum since our successful management buyout that includes a recent $1.5 billion World ex-US mandate, a new strategic product partnership, and the launch of a client-funded defensive equity UCITS offering.” 

 “Our U.S. SMID Cap Enhanced Plus strategy leverages our core capabilities and is uniquely positioned to meet the challenges of today’s markets,” said Dr. Ryan Stever, Co-Chief Investment Officer at Intech. “In a more normalized rate environment with lower equity risk premiums, optimizing returns through enhanced indexing is more crucial than ever.” 

We invite our clients, partners, and the investment community to learn more about this exciting new strategy and its benefits. 

For further details, please contact: 

Media Contact

Andre Prawoto
Head of Strategy
Phone: 1-561-776-2226
Email: aprawoto@intechinvestments.com

 

About Intech

Intech is a private, quantitative asset manager investing on behalf of institutional investors since 1987. Pioneers in the application of Stochastic Portfolio Theory, Intech continues to seek distinctive alpha sources for clients across six continents. For more information, visit www.intechinvestments.com