Shenandoah currently manages five portfolio strategies, all of which are driven by our fundamentally-based quantitative stock selection process. The portfolio construction for each strategy is driven by its particular benchmark and can be tailored to match the return and risk expectations of individual clients.

 

Currently Funded Products

 

Shenandoah Midcap Strategy (click for more info)
A U.S. equity strategy that is currently managed versus the Russell Midcap® index. The methodology can be applied to any reasonable U.S. equity index, at the client's discretion.

 

Shenandoah Large Cap Value Strategy (click for more info)
A U.S. equity strategy that is managed versus the Russell 1000 Value® index. The methodology can be applied to any reasonable U.S. equity index.

 

Shenandoah Custom Midcap Strategy (click for more info)
A U.S. equity strategy that is currently managed versus the S&P Midcap 400® Index. The methodology can be applied to any reasonable U.S. equity index, at the client's discretion.

 

Unfunded Products in Development

 

Shenandoah Large Cap Core Strategy (click for more info)
A U.S. equity strategy that is currently managed versus the Russell 1000® index. The methodology can be applied to any reasonable U.S. equity index, at the client's discretion.

 

Shenandoah MegaCap Strategy (click for more info)
A U.S. equity strategy that is currently managed versus the Russell Top 200® index. The methodology can be applied to any reasonable U.S. equity index, at the client's discretion.