We are ambitious not only in our investment process, but also in our pursuit of intellectual understanding. Wakefield Asset Management is an SEC-registered investment advisor based in Englewood, CO. The firm was founded in 2003 by G. Todd Gervasini. We are independent and 100% employee-owned. We manage several, concentrated U.S. Equity strategies.
Our advantage is rooted in privately developed, proprietary technology that combines the objectivity of quantitative methods with a foundation in fundamental research. Our firm is comprised experienced investment professionals with diverse educational backgrounds. We are ambitious not only in our investment process, but also in our pursuit of greater intellectual understanding.
Our advantage is rooted in privately developed, proprietary technology that combines the objectivity of quantitative methods with a foundation in fundamental research. Our firm is comprised experienced investment professionals with diverse educational backgrounds. We are ambitious not only in our investment process, but also in our pursuit of greater intellectual understanding.
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Our unique investment strategy stands apart from the mainstream investment community. We focus on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time. These inefficiencies are based on the philosophy that most investors make predictable mistakes in assessing the future value of companies.
We employ proprietary research tools with the ability to evaluate every stock in the appropriate investment universe. The process is simple in nature, but robust in its capability. Our process has remained consistent across bull and bear markets for over 20 years. Discipline is not just a word, it's absolute.
The Large Cap Equity strategy is the longest-run portfolio at Wakefield Asset Management with a track record going back over 20 years. The strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index. The Wakefield Biblically Responsible Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.
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