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Quality Large Cap Core

Create an Optimal Exposure to Value, Quality and Momentum

Mark C. Sodergren, CFA

Mark C. Sodergren, CFA

Portfolio Manager
Mark Sodergren head of the quantitative active equity team responsible for research and implementation of several quantitative equity strategies. He currently co-manages the Northern International Equity Fund, Northern Large Cap Core Fund and Northern Large Cap Value Fund.

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The Quality Large Cap Core strategy targets value, quality and momentum factors in a sector-neutral portfolio that seeks to minimize unintended risk.

The Quality Large Cap Core (QLCC) strategy seeks to efficiently deliver excess returns by investing in a diverse portfolio of undervalued, high-quality large cap companies with positive momentum. Within an end-to-end risk management framework, the strategy employs a multi-factor model using value, quality, and momentum to assess fundamentals and derive an alpha forecast for all investable constituents. The desired result is a portfolio with optimal exposures to value and quality that mitigates unintended risk through a sector neutral approach.

Strategy Highlights

  • Seeks to capture market inefficiencies by targeted equity risk factors – value, quality and momentum
  • Applies a quantitative multi-factor model with end-to-end risk management
  • Focuses on consistent, systematic, transparent and intuitive investment process

A Multi-Factor Model with Value, Quality and Momentum

A robust quantitative model to assess company fundamentals and create an alpha forecast.


Why invest with Northern Trust Asset Management?

We seek to add investment value across several essential dimensions: