Systematic Equity Strategy

iQ Nasdaq 10 Model

A rules-based equity strategy isolating the 10 strongest constituents of the Nasdaq 100 to systematically drive excess return. Annualized inception return of 21.97%.

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21.97%

Inception CAGR

+7.67% spread vs Index

+7.74

Annual Alpha

With a lower Beta (0.93)

83.3%

Calendar Win Rate

30 positive years out of 36

0.79

Sharpe Ratio

Benchmark: 0.54

Quantitative Strategy Overview

The iQ Nasdaq 10 Model seeks capital appreciation by applying a multi-factor screening process to the Nasdaq 100 universe.

The strategy evaluates capital efficiency, price momentum, volatility, balance sheet strength, and multi-metric valuation to isolate the top 10 ranked equities. The portfolio is equal-weighted and reconstitutes quarterly.

Concentrated Factor Exposure
Holds exactly 10 equal-weighted positions.

Historical Outperformance
Generated an annualized inception return of 21.97% compared to the benchmark's 14.30%.

Multi-Horizon Annualized Growth (CAGR)

Period	iQ Model	Nasdaq 100
Inception (36-Year)	21.97%	14.30%
10-Year Trailing	23.01%	20.09%
3-Year Trailing	30.10%	27.37%

FOR INSTITUTIONAL AND FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC OR RETAIL DISTRIBUTION.

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iQ Nasdaq 10 Model

Quantitative Strategy Overview

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