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 Small Cap Opportunities Commentary
Q4 2025
During the fourth quarter of 2025, the Convergence Small Cap Opportunities strategy delivered a 2.40% total return net of fees compared to the return of the Bloomberg 2000 Index benchmark which was up 2.41%.
Convergence Unbiased Equity Commentary
Q4 2025
The Convergence Unbiased Equity strategy was up 4.71% net of fees in the fourth quarter compared to the Bloomberg 1000 Value up 4.14% and the Bloomberg 1000 Index that was up 2.39%.
Convergence Signal Analysis
(Data Pack)
Q4 2025
The data in this document intended to provide insight into the Convergence Process. It contains market signal performance, industry group signal performance, and historic leverage levels. The data is updated quarterly.
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
Q4 2025
The Convergence Dividend Growth strategy had a total return of 3.37% net of fees in the fourth quarter, compared the Bloomberg 1000 Value Index which was up 4.14% for the quarter. For the year, Dividend Growth was up 20.35% versus 16.53% for the benchmark.