Our Philosophy
- Identifying Relative Value is Key to Outperformance: Isolating opportunities that are fundamentally attractive, from the perspective of earnings growth and valuation, is crucial to delivering long term excess returns
- Markets are Inefficient: Human behavior creates market inefficiencies that can be identified and captured with a discipline investment framework
- Businesses and Markets are Dynamic: Investment processes should be flexible enough to analyze enduring changes in business models and markets while at the same time ignoring short-term noise
Our Objective
- Outperformance: To outperform the MSCI All-Country World ex US Index over rolling market cycles
- Consistency: To produce consistent portfolio returns with lower risk
- Downside Risk Protection: To outperform in down market periods
Strategy Summary
Domestic Equity & Other |
Equity Strategy |
Asset Class |
Capitalization |
Discipline |
Style |
Inception Date |
Benchmark |
International ADR |
Non-US Equity |
Large-to-Mid-Cap |
Bottom-Up / Active |
Core-Value |
10/1/2000 |
MSCI All-Country World ex US |
Emerging Markets ADR |
EM Equity |
Mid-to-Large-Cap |
Bottom-Up / Active |
Core-Value |
3/31/2011 |
MSCI Emerging Markets |
Global Dividend |
Global Equity |
Large-to-Mid-Cap |
Bottom-Up / Active |
Core-Value |
4/1/2020 |
Primary: MSCI All-Country World Secondary: MSCI ACWI High Dividend Yield |
US Large Cap |
U.S. Large Cap |
Large-to-Mid-Cap |
Bottom-Up / Active |
Core-Value |
7/1/1992 |
Primary: S&P 500 Secondary: Russell 1000 Value |
US Mid Cap |
U.S. Mid Cap |
Mid-to-Large-Cap |
Bottom-Up / Active |
Core-Value |
1/1/1993 |
Primary: Russell Midcap Secondary: Russell Midcap Value |
For more information on Quanture Asset Management Performance & Strategies please Contact Us
Our Clients
Our equity investing performance goal is straightforward: to outperform our benchmarks in the long-term and especially during market declines. We feel the surest path to accomplish these goals is to become an exceptional research organization. To meet these objectives, our professionals need to understand corporations, investor behavior and portfolio design better than our peers.
Clients Served




Equity Team
- Thomas White International was acquired on July 31, 2023 to create the QCG Equity Team
- TWI was founded in 1992 and remains based in Chicago
- A boutique firm with global reach, spanning international, emerging, and global dividend mandates
- The Quanture Equity Investment Committee averages 23 years together at the firm and 100 collective years of investment experience

- DOUGLAS JACKMAN, CFA
- Managing Director and Portfolio Manager

- REX MATHEW, CFA, CMA
- Portfolio Manager

- JINWEN ZHANG, PH.D., CFA
- Portfolio Manager

- JOHN WU, PH.D., CFA
- Portfolio Manager
Douglas Jackman, is a Managing Director and Portfolio Manager at Quanture Asset Management, focusing on institutional equity strategies. Mr. Jackman earned both his MBA with concentrations in Finance and Accounting from the University of Chicago Booth School of Business and his AB degree in Economics. He began his career at Morgan Stanley in New York developing equity and FX trading systems. Doug also worked as a research assistant at the Center for Research in Security Prices (CRSP) affiliated with the University of Chicago.
Doug has been an active speaker at industry and state conferences including FPPTA, IPPFA, Opal, KORIED, TEXPERS, and TLFFRA on global and emerging market equities. Doug is a member of the CFA Society Chicago and was a Board Member from 2014-2018, serving as its Chairman in 2016-17. He continues to chair the CFASC Annual Dinner which hosts over 800+ attendees annually. CFASC is the oldest global investment society with over 4500+ members. Doug has also been an active volunteer with the University of Chicago where he was awarded the Alumni Service Medal in 2023 to honor a lifetime of achievement in service to the University. Doug was born and raised in Grant, NE.
Rex Mathew is a Portfolio Manager at Quanture Asset Management, primarily responsible for International and Emerging Markets equity strategies. He covers companies based in Europe, and Asia-Pacific including Japan, and Canada, emerging markets in Asia outside China, and Latin America, in addition to sector and regional positioning for the relevant portfolios. He also leads the global markets, economy, and industry analysis efforts as well as the development of written content that highlights the firm’s investment and market insights. He is a member of the CFA Society Chicago.
Rex has been an active speaker at industry conferences including TEXPERS, KORIED, and Schwab IMPACT on emerging market equities. He joined the QCG Equity team’s prior firm in its Bangalore office in 2007 as the manager of Global Markets Research group. Prior to that, he was a financial columnist covering the financial markets and the economy for a pioneering online publication in India. A native of Kerala, India, Rex is fluent in Malayalam and conversational in Hindi as well as Tamil. He is a member of the CFA Society Chicago.
Dr. Zhang is a Portfolio Manager for the Quanture Asset Management equity investment team and participates in the group’s review of portfolio adjustments recommended by security analysts at the firm. She is responsible for companies in the US, China, and the healthcare industry globally.
Prior to joining QCG Equity’s predecessor firm in 1999, Dr. Zhang was a research scientist and instructor at Rush Medical College in Chicago. Earlier, she was a researcher at the Chinese Academy of Science in Beijing. In the field of Biochemistry, she has a B.S. from Beijing University and a Ph.D. from Iowa State University. Dr. Zhang also has an MBA from the University of Chicago Booth School of Business in Finance and Accounting. She is a member of the CFA Society Chicago.
Dr. Wu is a Portfolio Manager at Quanture Asset Management. He covers companies from various industries in both developed and emerging markets. He has more than two decades of experience in building and developing systems and quantitative capabilities to test, refine, and implement investment ideas utilizing industry-specific stock valuation techniques and multifactor models.
Dr. Wu joined QCG Equity’s predecessor firm in 1997 but left the firm in 2007 to work with Crabel Capital Management, a hedge fund, and returned to his former position in 2009. From 2007-2009, he was a senior researcher helping develop the fund’s short-term long/short systematic trading strategies. Prior to 1997, Dr. Wu was a research assistant at the University of Wisconsin System Trust Fund. Earlier he worked at the former Chinese Ministry of Nuclear Industry after receiving a B.S. in Nuclear Engineering from Tsinghua University in Beijing. He also earned a Ph.D. in Physics, and an M.S. in Finance, Banking, and Investments from the University of Wisconsin-Madison. He is a member of the CFA Society Chicago. A native of Gansu province in north-central China, John is fluent in Mandarin.

- J. RYAN CONNER
- Compliance and Business Administration

- DAVID SULLIVAN
- Trader

- DAVID TUCKER
- Senior Vice President, Intermediary Marketing
Ryan Conner administers the compliance program of the firm’s equity side. Prior to Quanture Asset Management, Mr. Conner worked for Computershare for nearly 5 years in various project management and operational roles. Although his work was based in New York, he also received international assignments, including projects in Bermuda and Bristol, England. Mr. Conner received a B.A. in Political Science from Duke University.
Beata Ochwat joined Quanture Asset Management in July 2023 in the Marketing and Client Services Department. Prior to joining QCG, Beata was with QCG Equity’s predecessor firm for over 26 years. Beata oversees various marketing initiatives including database management, RFPs, and strategy presentations. She earned a Master’s in Biology from Maria Curie-Sklodowska University in Lublin, Poland.
Aidan Cage is a Marketing Analyst at Quanture Asset Management. Miss Cage has been at QCG since December 2020 working in the client service and marketing department as well as on a number of firm-wide diversity, equity, and inclusion initiatives. Miss Cage holds a bachelor’s degree from George Washington University.
Tarun Poonacha
Jaclyn Stevens works on the firm’s equity side as a Portfolio Administrator. She has held this position for the past 17 years, overseeing daily account administration. Jaclyn is responsible for reconciliations for domestic accounts across various custodians, monitoring trade settlements, opening new accounts, corporate actions, and proxy voting. She also works closely with the firm’s equity trader in signing off on all daily trades and monitoring daily cash flows.
Prior to working at the firm, Jaclyn graduated from DePaul University in Chicago with a degree in Finance & Accounting. During her time there, she was involved in various honor clubs including Beta Gamma Sigma Honor Society of Business, Golden Key International Honor Society, and was a DePaul Centennial Scholar.
David Sullivan serves as the firm’s equity trader, managing the flow of share and FX transactions in domestic and international portfolios. He works with the equity Investment Team to implement their approved portfolio changes. He has a B.S. in Economics from DePaul University and an MBA from the University of Chicago.
David Tucker joined Quanture Asset Management in 2024 as Senior Vice President of Intermediary Marketing. He is responsible for the distribution of QCG’s SMA, UMA & Mutual Fund strategies to financial intermediaries. Prior to QCG, Dave spent the past year as a Senior Client Relationship Manager at startup Curasset Capital Management. Prior to that, he spent 5 years as the Head of Financial Intermediary distribution for Pinnacle Associates and 5 years as Head of US Sales for Centre Asset Management. Dave brings over 25 plus years of industry experience and provides a unique, consultative value proposition to his client base. He will continue to provide client-centric investment solutions for QCG. Dave holds a B.S. from St. John’s University, is a member of the Investments and Wealth Institute and holds his Series 6. 63 & SIE licenses from FINRA.