Established in 2015, Sapphire Star Capital began with one goal in mind – produce higher-than-average returns with lower-than-average risk. Firmly believing that markets recognize and deliver value over the long term, Sapphire’s hallmark is a focus on actively capturing alpha over time.
Sapphire’s strategy is based on a two-tiered process: The application of an historically quantitative screen and the Alpha Element – an active process of portfolio construction. This “old-school quant” methodology doesn’t rely on AI or machine learning. Instead, Sapphire screens for quality and applies disciplined fundamental analysis. The Alpha Element offers a different approach that seeks to deliver alpha with high degrees of confidence in their ability to replicate the process.
Sapphire Star Small Cap Growth and Sapphire Star Mid Cap Growth invest in domestic stocks and ADRs that have exhibited strong, sustainable and improving fundamentals over time. The strategies focus on investing in securities with asymmetrically favorable risk/reward profiles while they appear inefficiently priced by the market relative to their potential upside.
By combining quantitative fundamental analysis with a robust risk/reward assessment, the strategies are uniquely calibrated to consistently identify investments capable of providing superior risk-adjusted returns over the long term.
Sapphire Star Capital is a GIPS® verified asset manager with a team of investment professionals that brings over two decades of quantitative equity research and portfolio management experience, as well as a rigorous, repeatable and time-tested investment process that has been developed and refined over many years and multiple business cycles.
Details are available on the EQIS and Freedom Advisors platforms.
If you would like to deploy these strategies using the EQIS platform, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.
EQIS and Sapphire Star Capital are not affiliated. This is not an offer to buy or sell securities.
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