The Approach

What systematic investing means at DGS.

Systematic investing involves assessing opportunities using consistent rules, signals, and portfolio guidelines, rather than reacting to headlines, narratives, or isolated judgments.

A quantitatively driven process

Portfolios are constructed through a quantitative framework that analyzes fundamental data to evaluate securities, determine exposures, and apply these insights to generate excess risk-adjusted return.

Signals over stories

DGS utilizes measurable characteristics to inform investment decisions and reduce the influence of market noise, sentiment, and short-term fluctuations.

Consistency across portfolios

This systematic approach ensures consistent management across accounts while meeting diverse client needs and adapting to changing market conditions.

Structure with purpose

DGS uses a robust, transparent framework for capital allocation, instead of an utilizing an overly imechanical approach to portfolio construction.

WHY ADVISORS CHOOSE DGS

Why this approach matters in real portfolios.

A systematic, structured eapproach is essential when designing portfolios to address specific client circumstances, constraints, and implementation requirements.

More consistent portfolio decisions

A defined process mitigates portfolio drift by standardizing portfolio positioning, adjustments, and ongoing management over time.

Strategy brief

Clearer portfolio intent

A structured framework clarifies investment objectives and provides explicit, defensible rationales for any deviations from benchmarks.

Strategy brief

More useful in complex situations

These benefits are particularly significant for portfolios with taxable assets, legacy holdings, concentrated positions, or complex constraints.

Strategy brief

Better alignment between strategy and implementation.

Investment perspectives are translated directly into capital allocation, which minimizes ad hoc portfolio-level decisions that can undermine an otherwise robust investment thesis.

Ownershipdirect

Ad-hoc Decisionsminimized

Strategy Alignmentcontrolled

CONSISTENT APPLICATION

How DGS applies this framework across strategies.

DGS's systematic equity framework is applicable to a range of portfolio structures, enabling advisors to maintain a consistent methodology across their book of business and create clearer paths of winning new business.

Use case 01

Long-only equity portfolios

Core equity portfolios built through disciplined security selection, construction, and ongoing management.

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Use case 02

Long-short strategies

Used for highly tax-sensitive or alpha-focused situations through a more flexible portfolio structure.

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Use case 03

Tax-managed implementations

Applied to taxable portfolios with thoughtful implementation and on-going management around gains and losses.

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Use case 04

Complex client situations

Adapted for client-specific constraints, legacy holdings, concentrated positions, and other client-specific circumstances.

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Strategy Styles

Different goals. Different strategies.

Investment strategies should be aligned with the client's objectives, time horizon, and risk tolerance.

Quality Investing

The strategy seeks equity exposure through companies with strong fundamentals — durable profitability, strong balance sheets, stable earnings, and disciplined capital allocation.

It is suited for clients wanting exposure to financially resilient companies that may perform across a range of market environments.

Recommended for

Clients seeking long-term equity growth with an emphasis on financially strong, high-quality companies.

Risk & reward profile

Market like equity risk, with potential for more consistent performance and downside resilience relative to the broader market.

Value Investing

This strategy is designed for portfolios seeking equity exposure through companies that appear attractively priced relative to their fundamentals. It focuses on businesses trading at lower valuations, measured by earnings, cash flow, and book value.

This approach is appropriate for clients who prefer a disciplined, long-term investment strategy that aims to capitalize on market inefficiencies and potential valuation recovery over time.

Recommended for

Clients seeking long-term equity appreciation by investing in companies trading at attractive valuations.

Risk & reward profile

Moderate to high equity risk, with the potential for significant upside if undervalued companies improve or revert to typical valuation levels.

Momentum Investing

This strategy targets portfolios seeking equity exposure to companies with robust recent performance. It prioritizes securities with positive price momentum relative to the broader market.

This approach is appropriate for clients seeking to participate in market leadership and who are comfortable with a dynamic strategy that adjusts in response to evolving market trends.

Recommended for

Clients seeking exposure to companies with strong performance trends and the potential for sustained relative strength.

Risk & reward profile

Higher risk, with the potential for strong upside during trending markets, but with greater sensitivity to market reversals and changes in investor sentiment.

Minimum Volatility

This strategy targets portfolios that require equity exposure while emphasizing stability. Instead of focusing on maximum returns, it seeks to minimize volatility and deliver consistent performance under diverse market conditions.

This approach is appropriate for clients who prioritize capital preservation, limited drawdowns, and a defensive strategy to support long-term growth.

Best Suited for:

Clients seeking ongoing equity investment while maintaining a conservative risk profile.

Risk / reward profile:

Lower risk and moderate, but more stable, upside potential.

Multi-Style

This strategy is designed for portfolios seeking diversified equity exposure across multiple sources of potential return. Rather than relying on a single investment style, it combines factors such as quality, value, momentum, minimum volatility, and size to create a more balanced approach.

This approach is appropriate for clients seeking a systematic equity strategy that aims to enhance consistency by diversifying across multiple return drivers.

Recommended for

Clients seeking long-term equity growth through a diversified, quantitative approach to factor investing.

Risk / reward profile:

Moderate equity risk, with the potential for more balanced performance across market cycles by combining multiple investment styles.

ESG

This strategy invests in companies with strong environmental, social, and governance (ESG) practices while reducing exposure to businesses that do not meet its sustainability standards.

This approach is well-suited for clients who want their investment portfolio to express broader sustainability or values-based preferences while maintaining diversified equity exposure.

Best Suited for:

Clients seeking long-term equity growth with an additional focus on sustainability, responsible business practices, and values-aligned investing.

Risk / reward profile:

Moderate equity risk, with return potential driven by broad equity exposure, though performance may differ from traditional benchmarks depending on sector, industry, or company exclusions.

Systematic Investing to improve risk-adjusted returns.

What systematic investing means at DGS.

A quantitatively driven process

Signals over stories

Consistency across portfolios

Structure with purpose

Why this approach matters in real portfolios.

More consistent portfolio decisions

Clearer portfolio intent

More useful in complex situations

Better alignment between strategy and implementation.

How DGS applies this framework across strategies.

Long-only equity portfolios

Long-short strategies

Tax-managed implementations

Complex client situations

Long-only equity portfolios

Long-short strategies

Tax-managed implementations

Complex client situations

Different goals. Different strategies.

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