GLOBEFLEX CAPITAL L P

The Firm engages in a general investment advisory business, primarily focusing on U.S. and International equity management. They utilize a systematic approach to implement various investment strategies, aiming to maximize total returns while considering each client's risk profile and investment guidelines. The Firm also offers tailored separate account portfolios to meet specific client needs, which may not be marketed to other clients. Clients have the ability to impose reasonable restrictions on the management of their accounts. While the Firm primarily manages separate accounts for institutional clients, they also sponsor and manage certain private investment funds, each designed to invest in securities using one of their established strategies.

GlobeFlex manages long-only equity portfolios, focusing on capital appreciation by buying and selling stocks of companies operating in various markets, including the U.S., non-U.S. developed markets, emerging markets, and frontier markets. Their investment universe is typically based on independent equity indices like MSCI, S&P, or FTSE Russell, and stock selection is driven by a comprehensive analysis of company fundamentals, prioritizing long-term value and growth potential. GlobeFlex's strategies are defined by the geographic focus, capitalization group, and emphasis on growth companies. They incorporate strategy-specific constraints like company capitalization size, country, sector, industry, liquidity, and position size, aiming to reduce systematic risks and enhance alpha. Portfolios are fully invested with minimal cash holdings, and the firm manages separate accounts for institutional clients and private investment funds, each employing a specific strategy.

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