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Quotient Investors is recognized for its unique intra-industry investment approach. Quotient targets superior risk-adjusted returns across multiple U.S. products. Using a disciplined approach, Quotient incorporates value, growth, momentum, ESG and custom valuation models to identify the price drivers that are unique to each industry.

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Quotient provides US equity strategies for institutional investors that include Large Cap, Small Cap and MicroCap funds that are actively managed. The Large Cap strategies fully integrate Environmental, Social and Governance (ESG) criteria into the stock selection process.

Quotient Investors is the first manager selected by Strategic Investment Group for the CalPERS Manager Development Program II.

Quotient's experienced investment team comes from a major global institutional management firm and has track records dating back to 2000.



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Market Overview
Second Quarter 2016

US markets advanced in the 2Q to post solid gains.  The S&P 500 rose +2.46%, the Russell 2000 added +3.79% but the Nasdaq lost -0.56%.  Meanwhile market volatility remained muted around 14% but spiked up at the end of June in response to the Brexit event.  The Energy sector did best this quarter with a gain of +11.6% and Information Technology was the worst performer at -2.8%. 

As markets where recovering from a 1Q drop, investors faced the outcome of the UK's vote to leave the EU. With the backdrop of a shrinking global economy and a tenuous US recovery, the Fed postponed an interest rate decision until later in 2016.  As oil prices stabilized around $50/barrel, attention is shifting from the energy sector towards the Brexit aftermath and global growth. A risk-off trend accelerated after the Brexith with non-EU sovereing bonds gaining, gold prices rising and safe-haven currencies advancing on the Euro and Pound.

Value stocks easily outperformed Growth this quarter. Investors sought yield and favored Telecom and Utility stocks while selling Technology stocks. Year-to-date, Midcap Value stocks lead the rest of the market sectors.