Products

Products background

Our Equity Product Suite

Hanseatic’s products or investment composites include the following:

Large Cap

  • Designed to outperform Russell 1000 Growth and S&P 500 Total Return Indices

All Cap Growth

  • Designed to outperform Russell 3000 Growth Index

All Cap Growth Concentrated

  • Concentrated portfolio (~20 stocks) designed to outperform Russell 3000 Growth Index

All Cap Tax Efficient

  • Concentrated portfolio (~30 stocks) designed to outperform the SPDR S&P 500 ETF (SPY) while maximizing short term capital losses and long term capital gains with lower turnover

Mid Cap

  • Designed to outperform Russell Midcap Growth Index

SMID Cap

  • Designed to outperform Russell 2500 Growth Index

Small Cap

  • Designed to outperform Russell 2000 Growth Index

Developed Markets

  • Designed to outperform MSCI EAFE Index

International

  • Designed to outperform MSCI ACWI ex U.S. Index

Latin America

  • Designed to outperform Russell Latin America Index

Repeatable

Hanseatic’s investment approach is applicable and repeatable across market conditions, sectors and geographies, allowing the team to efficiently and effectively construct and manage a mix of long-only equity products.