The Axiom Approach
Axiom’s fundamental, consistent, and transparent Dynamic Growth philosophy is implemented through a clearly defined, well-structured, and empirical process.
Our Investment Process
Ahead of the curve idea generation influenced by identification of fundamental, forward looking, quantifiable operational accelerations leveraging Axiom’s proprietary research database, Axware, powered by an experienced, cohesive investment team.
Holistic assessment of all key micro and macro stock drivers calibrated both in absolute terms as well as relative to market expectations to arrive at a consistent, proprietary, and transparent firmwide risk and return rating.
Disciplined portfolio construction based upon the continuously updated Axiom risk and return ratings emphasizing diversified sources of alpha while targeting high active share, reasonable tracking error, upside participation and downside protection.
Continuous re-evaluation of the risk and return ratings of each holding through a consistent cycle of daily, weekly, monthly, and quarterly collaborations sustaining disciplined portfolio construction.
Differentiated Approach to ESG
We believe that positive changes in the ESG characteristics of companies can influence their relative share price performance and we fully integrate this forward-looking approach to ESG into our Dynamic Growth philosophy and investment process.
The Axiom Advantage / Investments
Keeping Data in Perspective
Axiom leverages a disciplined, empirical process to enhance the power of fundamental human investment insight. Our consistent approach creates research synergies magnifying the ability of each strategy to identify and track business inflections and stay ahead of the curve.
The Axware Edge
Axware, our proprietary research data base, leverages the insights of our experienced, collaborative investment team and consistent firm-wide dynamic growth philosophy helping Axiom to stay ahead of the curve as we uncover fundamental inflections that reveal themselves through our differentiated ability to integrate diverse data across geographies, sectors, capitalizations and strategies.
Proprietary Risk/Return Rating
Axiom’s fundamental research is translated into a consistent, firm-wide risk and return rating which drives security selection and portfolio construction. Designed to build portfolios with well balanced risk/return characteristics, our proprietary and transparent risk and return ratings process provides a clear and holistic investment framework across all strategies.