FACTOR-BASED INVESTING

Style Advantage

Why BlackRock for Style Advantage?

Semi trucks lined up
Diversifies differently

The strategy invests in a diverse set of long/short portfolios, each of which represent exposure to a specific style factor that strives to outperform over long time periods.

Emphasis on managing downside risk

Explicitly constructed to be market neutral, seeking resilience to equity market sell-offs and interest rates moves.

Extensive track record

Directly targets well-established and intuitive sources of return to achieve a diversified portfolio sourced from a broad set of deep and liquid markets.

Cost effective

Dedicated trading research team that forecasts explicit and implicit transaction costs across every asset class.

Diversification and asset allocation may not fully protect you from market risk. Risk management cannot fully eliminate the risk of investment loss.

Learn more about Style Advantage at BlackRock

Paragraph-2
Paragraph-3

Investment Philosophy

Style factors seek to capture well-known and persistent drivers of return resulting from rewarded risks, structural impediments or behavioral biases within asset classes. These factors are represented across deep and liquid markets in equities, fixed income, currencies, and commodities.

Our investment philosophy aims to capture factors that demonstrate:

  • Strong economic rationale
  • Opportunity to create value
  • Potential diversification benefits
  • Ability to be captured in a transparent and repeatable way
Definition of each style factor we consider.

Source: BlackRock, 2024. For illustrative purposes only.

There can be no guarantee that the investment strategy can be successful and the value of investments may go down as well as up.

Meet our team

Philip Hodges, PhD
Managing Director, Chief Investment Officer for BlackRock's Factors, Sustainable and Solutions Group
Philip Hodges, PhD, Managing Director, is Chief Investment Officer and Head of Investments for BlackRock's Factors, Sustainable and Solutions Group.
Alexandra Eldemir
Managing Director, Global Head of Investment Strategy for BlackRock's Factors, Sustainable and Solutions Group
Alexandra Eldemir, Managing Director, is the Global Head of Factors, Sustainable and Solutions Investment Strategy.