Quality Low Volatility

A Core Equity Strategy for All Markets

Quality Large Cap Core Quality Value Quality Dividend Focus Quality Low Volatility Quality ESG Quality Small Cap Core Quality Small Cap Value

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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 Low Volatility strategy is designed to deliver resilient equity exposure with reduced volatility—through every market cycle.

Many low volatility strategies aim to reduce risk—but often at the cost of return potential or unintended exposures. QLV takes a smarter approach, combining quality with disciplined portfolio construction to help mitigate common pitfalls like sector bias and limited upside. The result: a strategy built to pursue more consistent, risk-adjusted returns over time.

Strategy Highlights

Historically favorable up and down market capture profile
Has acted as a shock absorber during market drawdowns
A focus on Quality – management efficiency, profitability, and cash flow – drives security selection

A Multi-Factor Quality Model To Drive Security Selection

Companies with strong fundamentals – conservative management, high profitability, high cash flows – have been shown to have lower future volatility. Quality is integrated in QLV to avoid sole reliance on historical volatility and adding a source of compensated risk.

Why invest with Northern Trust Asset Management?

We seek to add investment value across several essential dimensions

Managing Equity Risk for a New Type of Volatility

Deputy CIO and CIO of Global Equities Mike Hunstad, Ph.D., examines the underlying forces behind more severe volatility spikes and approaches to managing equity allocations in this environment, in an interview with Northern Trust Asset Management President Daniel Gamba, CFA.

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Anchor Equity Portfolios for Turbulent Markets and Long-Term Results

History shows that certain types of stocks limited losses in down markets, participated in rallies and outperformed the broad market long-term.