B3Quant
All Strategies
Mid-Cap EquitiesLow Risk

Midcap Earlyrise

A defensive, beta-oriented strategy focused on select mid-cap stocks with stable fundamentals. Prioritizes capital preservation over aggressive alpha generation, making it suitable for investors seeking steady, market-correlated returns with reduced volatility.

Sortino

5.12

Sharpe

2.41

CAGR

14.6%

Max DD

-5.3%

Inception

Jan 2023

Avg Trades/Mo

8.0

Universe

S&P MidCap 400 Select

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