Blueshift Asset Management

Blueshift Asset Management, LLC is a quantitative investment management firm founded in September 2017 and based in Red Bank, New Jersey. The firm specializes in short-term strategies trading listed equities long and short, including U.S. equities, exchange-traded funds, American Depositary Receipts, and non-U.S. listed equities. They plan to expand trading into U.S. options. Blueshift employs a quantitative investment process to track thousands of stocks simultaneously, deriving signals from liquidity dislocations and inefficiencies in stock pricing assimilation. The firm provides advisory services on a discretionary basis to its clients, including the Blueshift Funds and Separately Managed Accounts. Blueshift is a fiduciary registered with the SEC, managing regulatory assets under management of $529,008,250 as of December 31, 2024. Clients pay an asset-based management fee ranging from 2% to 3% annually, with the potential for performance-based fees. Blueshift does not participate in wrap fee programs and does not receive compensation for the sale of securities. Clients may not impose restrictions on investing in certain securities. The firm has not been involved in any legal or disciplinary events, and it has custody of the assets of the Blueshift Funds. Blueshift has full discretionary authority to manage client investments and generally does not vote proxies on behalf of clients due to the trading frequency of its strategies. The firm has not been subject to a bankruptcy petition and maintains financial stability. For more detailed information, clients can refer to the firm's offering memorandum and other governing documents.