Factor Leaders Change. Be Dynamic.

Align your equities to fit the market.


ENDEX is an emerging investment manager that focuses on the application of Behavioral Finance principles to portfolios of U.S. equities.  Our research has identified four distinct phases are found within the market cycle, and that different factors are leaders in each phase.  We use a systematic process to dynamically weight factors that are best aligned to benefit from near term market conditions. 

Our investment process takes advantage of the market’s natural shifts between human emotional manifestations of fear and greed through structured rebalancing as market conditions change.  Because ENDEX is a nimble boutique manager, we are able to provide a wide array of quantitative risk/reward options in any style or market cap range.

Investors should not rely on historical performance results as an indication of future performance.