Convergence Insights
Convergence Investment Partners builds all of its investment solutions on the back of its proprietary research engine. The Convergence research engine calculates and tracks hundreds of metrics on thousands of companies on a daily basis. Our core research effort focuses on the integrity of the data, with special care to avoid statistical bias.
Convergence Unbiased Equity Commentary
Q1 2024
The Convergence Unbiased Equity strategy was up 10.15% net of fees in the first quarter compared to the Russell 1000 Value up 8.99% and the Russell 1000 Index up 10.30%.
Convergence Long Short Commentary
Q1 2024
The Convergence Long/Short Equity strategy posted a very solid 19.7% return for the first quarter of 2024, net of fees. In the first quarter of 2024, the strategy’s Russell 3000 Index benchmark was up 10.0%. During the twelve months ended March 31, 2024, the strategy returned 36.2% while the Russell 3000 Index benchmark was up 29.3%.
Convergence Factor Analysis Commentary
Q1 2024
The factor analysis commentary reviews the top and bottom performing signals within the U.S. Equity market over different time periods based on our internally generated research.
Convergence TV
The Convergence Process
Overview
Who Is Convergence Investment Partners?
Overview
Convergence Risk Management
Overview
The Convergence Dividend Growth Process
Dividend Growth
Why Dividend Stocks?
Dividend Growth
How is the Dividend Growth Strategy Unique?
Dividend Growth
What is the Convergence Unbiased Strategy?
Unbiased Equity
Why Short?
Long/Short Strategy
What is an Active Extension Strategy?
Long/Short Strategy
Our Factor Composites
Long/Short Strategy
Convergence Dividend Growth Commentary
Q1 2024
The Convergence Dividend Growth strategy had a strong start to the year, with a total return of 11.24% net of fees in the first quarter, which outperformed the Russell 1000 Value Index return of 8.99%. The Convergence Dividend Growth strategy is built on the disciplined principle of investing in companies with strong and improving fundamentals.