Quarterback Asset Management and Hana Securities Launch "K-Rotation" Domestic Equity Wrap

Quarterback Asset Management announced on October 2 that it has launched a new domestic equity advisory wrap product in collaboration with Hana Securities.

This wrap product is based on Quarterback's flagship domestic equity strategy, "K-Rotation," and was designed to expand the company's investment scope to the Korean stock market by leveraging the proven performance of its U.S. equity strategy.

The "K-Rotation" strategy begins by diagnosing the phase of the Korean economy and then selects the appropriate style, sector, and theme for each cycle using a top-down approach. Individual stocks are selected through bottom-up analysis.

This strategy employs rapid rotation and factor-based active rotation to respond swiftly to market changes. By utilizing factor strategies that adapt to the phases of the Korean stock market, it aims to capture investment opportunities and pursue consistent returns.

The company expects this approach to minimize disruptions amid changing market conditions, manage volatility, and deliver long-term performance.

Within the Financial Services Commission-Koscom testbed, the actual account (Korean Stock No. 1) was managed for approximately three years, from August 3, 2022, to September 30, 2025, achieving a cumulative return of 87.1%. This significantly outperformed the KOSPI's 39.1% increase over the same period, demonstrating the competitiveness of data-driven quantitative management.

Quarterback Asset Management implements rule-based investing through its proprietary quant engine. By eliminating the subjectivity and emotions of traditional active managers and constructing portfolios based on data, the company ensures consistency and objectivity, which sets it apart from competitors.

Cho Hongrae, CEO of Quarterback Asset Management, stated, "Based on the philosophy and performance validated in our U.S. equity strategy, we have implemented a differentiated strategy tailored to the Korean market. Through our collaboration with Hana Securities, we aim to provide clients with unique domestic equity investment opportunities that flexibly respond to changes in the economic cycle."

This content was produced with the assistance of AI translation services.