Benchmark: Dow Jones U.S. Thematic Market Neutral Momentum Index

The Dow Jones U.S. Thematic Market Neutral Momentum Index aims to capture the return spread between high-momentum and low-momentum U.S. stocks. The index takes long positions in stocks with strong recent performance and short positions in those with weak momentum, maintaining a market-neutral stance to isolate the momentum factor.

Other strategies that benchmark to the Dow Jones U.S. Thematic Market Neutral Momentum Index
  • A large-cap blend strategy offering broad U.S. equity exposure, balancing growth and value stocks across major sectors to mirror overall market performance.

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  • A leveraged long/short equity strategy that seeks income by taking long positions in attractively valued securities and short positions in overvalued ones.

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  • A thematic equity strategy focused on niche or emerging sectors not covered by traditional categories, including global water, solar power, clean energy, and alternative technologies.

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  • A market neutral equity strategy that offsets long and short positions across sectors, styles, and regions to minimize systematic risk, with low beta exposure and a focus on security selection.

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  • A multi-strategy alternative approach that combines several alternative investment tactics, with flexible positioning and gross short exposure typically exceeding 20%, adapting over time to market conditions.

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