APRIL 13, 2026 //
Q1 2026 Bond-Equity Drawdown: What Systematic Strategies Captured
HABIB MOUDACHIROU, CIO
SYSTEMATIC MULTI-ASSET MANAGEMENT //
One platform.
Every point on
the
spectrum.
From Direct Indexing to Liquid Alternatives; across equity, fixed income, and listed real assets — V-Square is a single systematic platform designed for institutions and wealth managers who expect more than off-the-shelf solutions.
$1.4B+
ASSETS UNDER MANAGEMENT (3/31/2026)
#6
USA TODAY BEST ADVISORY FIRMS 2026 (out of 1,000 RIAs)*
25+
YEARS AVERAGE INVESTMENT TEAM EXPERIENCE
01 //
Institutional
For asset owners, OCIO platforms, endowments, foundations and public plans
- +Core Beta
- +Systematic Alpha
- +Liquid Alternatives
- +Completion Portfolios
02 //
Wealth Management
For RIAs, family offices, wealth platforms and intermediaries
- +Tax Aware
- +Direct Indexing
THE V-SQUARE PLATFORM //
A single platform.
The full
investment
spectrum .
Whether you are constructing a total portfolio or building a personalized investment program, V-Square offers systematic solutions across the full return spectrum. When you need something, we build it.
01 //
Direct Indexing
Tax-aware customization built on transparent, systematic exposure to broad equity and fixed income markets.
- +Core Equities & Fixed Income
- +Tax-Aware Equities
- +Sustainability-Focused
- +Customization
02 //
Systematic Alpha
Factor-driven, proprietary strategies designed to generate returns independent of market direction.
- +Long/Short Equity
- +Risk-Controlled Momentum
- + Multi-Factor
03 //
Liquid Alternatives
Next-generation access to private market return characteristics; daily liquidity, no lock-up, no
- +PE Replication (w/ Prof. Geczy, Wharton
- +Listed Real Assets
WHY V-SQUARE //
Institutional depth.
Boutique agility.
Founded in 2020, V-Square combines the intellectual rigor of a research-driven firm with the speed and responsiveness of a true boutique. Its founders built and ran systematic strategies at institutional scale; now they are doing it in a nimble structure.
01 //
Analytic Rigor
Rules-based. Transparent. Repeatable. Research-led.
02 //
Boutique Agility
Founder-led firm backed by 50+ years of industry experience across all asset classes.
03 //
One Integrated Platform
Core beta to liquid alternatives. Institutional and wealth clients. SMAs, model portfolios, and funds.
FEATURED INNOVATION //
PE replication,
reimagined.
V-Square and Forefront Analytics, founded by Professor Christopher Geczy of the Wharton School, built a multi-factor model designed to explicitly capture the two dynamics driving PE outperformance: innovation exposure and leverage. The result is a daily-liquid strategy with genuine PE-like characteristics.
- Multi-factor model capturing innovation and PE-like exposure
- Daily liquidity in a systematic, transparent public securities portfolio
- Designed for OCIO platforms managing PE allocations for endowments and foundations
- No lock-up, no J-curve, no capital call management
“Two quant firms, one rigorous model; built to go beyond what public market indices can approximate.”
HABIB MOUDACHIROU, CIO — V-SQUARE QUANTITATIVE MANAGEMENT
CHART OF THE WEEK //
LATEST — APRIL 20, 2026 //
2026 Style Box Rotation:
What the Factor Data Is Telling Us
Year-to-date factor leadership has shifted materially from the mega-cap growth dominance of 2023-24. Small and mid-cap value is outperforming. We map the rotation, identify what is driving it, and examine which systematic strategies are positioned to benefit.
HABIB MOUDACHIROU, CIO — V-SQUARE QUANTITATIVE MANAGEMENT
READ THE FULL ANALYSISYTD FACTOR PERFORMANCE 2026 — ILLUSTRATIVE //
Small/Mid Value
8.4%
Quality
6.1%
Dividend Yield
4.9%
Momentum
2.3%
Large Cap Growth
1.2%
Source: MSCI, V-Square Research. For illustrative purposes only. Past performance is not indicative of future results.
INSIGHTS FROM V-SQUARE //
VIEW ALL RESEARCHAPRIL 6, 2026 //
Concentration Risk and the Hidden Cost of Cap-Weighted Benchmarks
HABIB MOUDACHIROU, CIO
MARCH 30, 2026 //
The Style Box Rotates. Which Factor Strategies Are Built for It?
HABIB MOUDACHIROU, CIO
THE FOUNDERS //
Built by practitioners.
For allocators.
Founding team brings decades of leadership from the world's largest systematic asset management platforms.
Mamadou-Abou Sarr - CIFD
CO-FOUNDER AND PRESIDENT
25 years in global asset management across the U.S., Europe, and the Middle East. Former Global Head of Product Development at Northern Trust Asset Management. Published in Journal of Portfolio Management, Pensions and Investments, and Environmental Finance. Guest lecturer at the Wharton School and ESCP Business School.
“Markets reward a disciplined approach informed by research and innovation. We built V-Square to be at the apex of where precision meets agility”.
MAMADOU-ABOU SARR, CIFD
Habib Moudachirou, FRM, CIFD
CO-FOUNDER AND CHIEF INVESTMENT OFFICER
26 years in quantitative investing and global financial markets. Managed $20B+ across Global Macro, Market Neutral, Multi-Factor, and structured products. Lecturer, University of Chicago Master of Financial Mathematics program. Former leadership at JP Morgan, Columbia Threadneedle, and HSBC Global Asset Management.
“To win tomorrow, the economy and companies must adapt to fast-paced, evolving macro trends. That presents a real opportunity for long-term value creation.”
HABIB MOUDACHIROU, FRM, CIFD
GET IN TOUCH //
Ready to go beyond
off-the-shelf?
Whether you are an institutional allocator, OCIO platform, or RIA, we welcome a direct conversation about where V-Square fits in your portfolio construction framework.