Analysis of index inclusions, exclusions, constituent changes, reweightings and cappings

Index Rebalance

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Quantitative Analysis

Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

Event-Driven

United States

Alnylam Pharmaceuticals Inc. is an early-stage therapeutics company. The Company is developing technology that can specifically and potently silence disease-causing genes.

Mohawk Industries, Inc. designs, manufactures, sources, distributes and markets flooring for residential and commercial applications.  The Company offers carpet, ceramic tile, laminate, wood, stone, vinyl, and rugs.  Mohawk markets residential and commercial flooring in the United States, and residential flooring in Europe.

SITE Centers Corp. operates as a real estate investment trust. The Company develops, invests in, leases, and manages shopping centers. SITE Centers serves clients in the United States and Puerto Rico.

Comfort Systems USA, Inc. provides heating, ventilation, and air conditioning system installation, maintenance, repair, and replacement services. The Company's commercial and industrial markets include office buildings, retail centers, apartment complexes, hotels, manufacturing plants, and government facilities.

Helen of Troy Limited designs, produces, and markets brand-name hair dryers, curling irons, hair setters, women's shavers, brushes, combs, hair accessories, mirrors, and comfort products. The Company's products are sold through mass merchandisers, drug chains, warehouse clubs, and grocery stores.

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

Kellogg Company manufactures and markets ready-to-eat cereal and other convenience foods. The Company's products include cereals, cookies, crackers, toaster pastries, cereal bars, fruit snacks, frozen waffles and veggie foods. Kellogg markets its products in the United States, Canada, and other countries throughout the world.

Ready Capital Corporation operates as a real estate financing company. The Company, through its subsidiaries, provides residential mortgage and small business enterprises loan services. Ready Capital serves clients in the United States.

Pure Storage, Inc. provides enterprise storage solutions. The Company offers flash enterprise arrays for high performance workloads, including server consolidation, virtualization desktop, database, and cloud computing. Pure Storage serves customers throughout the United States.

CRH Public Limited Company provides building materials. The Company manufactures and distributes a wide range of architectural, infrastructure, and construction products for infrastructure, housing, and commercial projects. CRH serves customers Worldwide.

Anjana Amarasuriya
Index Rebalance and Special Situations Coverage
• Quiddity Advisors

Summary

Areas of Expertise