MDT Advisers | A Federated Advisory Company

Why MDT?

At MDT, we build well-diversified equity portfolios for our clients, covering the full spectrum of U.S. public equities. Our portfolios aim for high alpha with lower volatility relative to the market. All of our strategies, whether core or style-specific, tax-aware or non-tax-aware, utilize the same consistent, disciplined Optimum Q process, our unique approach to investing in U.S. equities. Its objective in all strategies is the same: exploit multiple market inefficiencies and outperform the appropriate benchmark with moderate relative risk -- “a smoother ride” for our clients.

Investment process

Our process analyzes all of the companies in a strategy’s universe every day, using stock selection factors to assess their growth, value, and quality characteristics. Advanced, proprietary software based on sound financial theory is used to identify the companies that are most likely to outperform. Using quantitative technology allows us to sort through thousands of companies every day in order to find opportunities for our clients’ portfolios.

When building client portfolios, multiple levels of risk control are employed to ensure that the model’s alpha is achieved with the lowest tracking error possible. There are limits on individual company weights and on deviations from benchmark sector weights, and company correlations driven by factor exposures are monitored as well.

Trade decisions are fully transparent and reviewed by the investment team in an effort to ensure that all trades are based on accurate and current information.

Product availability

We offer our strategies in institutional separate accounts, managed accounts (SMA), and mutual funds. Please use the links provided in the upper right for more information.


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