Convergence Investment Partners is based in Mequon, Wisconsin and uses quantitative tools to select investments, construct portfolios, and manage risk. At Convergence, we believe that the equity markets are inherently efficient because market participants collect all available data and stock prices reflect the collective wisdom of all investors. Notwithstanding this opinion, we also believe that there are two exploitable opportunity sets.
The first exploitable tendency is that while all information is available to everyone, the ability of most investors to quickly and efficiently assimilate vast quantities of data and apply it to the decision process is severely limited. We believe our quantitative processes greatly improve our ability to collect, assimilate, and apply a staggering amount of data to the investment decision process.
The second exploitable tendency in the market is that investors collect and evaluate not only quantitative data, but also qualitative data. Qualitative data includes built-in investor bias’ and variables related to behavioral tendencies. We believe quantitative modeling for investment decision-making can exploit these two variables.
Strategies Offered: Strategic Active Tax Management, Dividend Growth,
Unbiased Enhanced Indexing, Core Plus (Long/Short)
