Key Takeaways
- • Quantitative Investment Management (QIM), the $3.5 billion firm run by Jaffray Woodriff, saw its $1.2 billion Tactical Aggressive Fund return 55% in the first five months of 2017, according to an investor document seen by Bloomberg News.
- • The Tactical Aggressive Fund, which invests only in equities and exchange-traded funds, gained 13% in May after a 9.2% gain in April.
- • Over the same period, the S&P 500 rose only about 1.2% in May, per the publisher's reporting, highlighting the fund's outperformance during the month.
- • QIM's separate managed futures vehicle was reported up 5.2% year to date.
Summary
Quantitative Investment Management, the Charlottesville, Virginia-based quantitative firm with $3.5 billion under management, returned 55% in the first five months of 2017 for its $1.2 billion Tactical Aggressive Fund, according to an investor document seen by Bloomberg News. The firm is run by Jaffray Woodriff.
The Tactical Aggressive Fund invests exclusively in equities and exchange-traded funds. It ended May up 13%, adding to a 9.2% gain in April. The May gain compared with a roughly 1.2% rise in the S&P 500 over the same month, per the publisher's reporting.
QIM also runs a managed futures vehicle, which was reported up 5.2% year to date. The publisher's coverage notes that the firm's smaller Institutional Diversified Alpha fund was not part of this specific account and that details beyond the investor document were not available in the retrieved material.
The source article could not be fully retrieved, so the figures above rely on the Bloomberg excerpt and publisher headline context. Investors should consult the original report for further detail on fund strategy, fees, and capacity.
The Tactical Aggressive Fund invests exclusively in equities and exchange-traded funds. It ended May up 13%, adding to a 9.2% gain in April. The May gain compared with a roughly 1.2% rise in the S&P 500 over the same month, per the publisher's reporting.
QIM also runs a managed futures vehicle, which was reported up 5.2% year to date. The publisher's coverage notes that the firm's smaller Institutional Diversified Alpha fund was not part of this specific account and that details beyond the investor document were not available in the retrieved material.
The source article could not be fully retrieved, so the figures above rely on the Bloomberg excerpt and publisher headline context. Investors should consult the original report for further detail on fund strategy, fees, and capacity.
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