In a market that never stands still, investors need strategies designed for what’s next — not just what’s worked in the past. In just two minutes, this video distills the core of Intech’s investment philosophy, revealing how we’ve spent more than 35 years refining a systematic approach that embraces volatility rather than avoiding it.
Most investors — even seasoned professionals — see volatility as a threat to be contained. We see it as a constant, reliable feature of the market that can be harnessed to improve diversification and capture incremental return opportunities. By balancing each stock’s contribution to portfolio risk and return, and rebalancing systematically, our process seeks to deliver a consistent source of uncorrelated alpha.
This is not about abandoning the benefits of indexing. Intech’s ETFs remain closely aligned with trusted S&P® benchmarks, preserving transparency, efficiency, and broad market coverage. But we go further — layering in portfolio-level effects and prioritizing companies with strong fundamentals to enhance both resilience and return potential.
Whether you’re an advisor seeking a core holding with less concentration risk or an investor looking for incremental excess returns without sacrificing benchmark alignment, our philosophy offers the best of both worlds: passive simplicity with active-minded results.
