The Acadian Asset Management (Acadian) U.S. Large Cap Momentum strategy has been added to the SEI U.S. Large Company Equity Fund (the Fund).

Investment Philosophy and Process

Acadian takes a quantitative approach to investment management. Its investment model incorporates both top-down and bottom-up elements. The strategy focuses on the momentum alpha source within the U.S. large-cap universe. We believe the team has thoroughly researched relevant momentum factors.

Acadian’s well-defined investment process combines top-down peer group analysis with bottom-up stock selection. The team seeks to own stocks with the best overall model rank (based on growth and technical factors).

The team takes a disciplined, systematic and dynamic approach to its process and investment decision-making. We believe its investment process and portfolio optimization has been tested across global markets and multiple market cycles.

The strategy contains between 250 and 300 stocks.

Role in the Fund

The strategy has a strong tilt towards the momentum alpha source. Momentum stocks are those whose prices are expected to keep moving in the same direction (either up or down) and are not likely to change direction in the short term.

An alpha source is the investment approach taken by an active investment manager in an effort to generate excess returns. Our alpha-source framework helps us to:

• consider how to best gain exposure to each asset class and market
• evaluate and categorize investment managers
• build diversified portfolios

About Acadian

Acadian Asset Management was founded in 1986 and is headquartered in Boston. The firm is a global, quantitative, investment manager and had $95 billion in assets under management as of November 2020.

About SEI Manager Research Ratings

For more information about SEI’s manager ratings, please refer to our Guide to Manager Research. 


























Important Information

SEI Investments Canada Company, a wholly owned subsidiary of SEI Investments Company, is the Manager of the SEI Funds in Canada.

The information contained herein is for general and educational information purposes only and is not intended to constitute legal, tax, accounting, securities, research or investment advice regarding the Funds or any security in particular, nor an opinion regarding the appropriateness of any investment. This information should not be construed as a recommendation to purchase or sell a security, derivative or futures contract. You should not act or rely on the information contained herein without obtaining specific legal, tax, accounting and investment advice from an investment professional.

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. The percentage weightings of the Underlying Funds may be changed from time to time at the Manager’s discretion. The portfolio managers or the allocations of assets to a particular portfolio manager are subject to change from time to time at the Manager’s discretion.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or other offering documents before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.