Overview
Item 4.A
Sciencast Management LP (“Sciencast”), a Delaware limited partnership based in New Jersey.
Founded in March 2014 by Qing Li, who is the principal owner, Sciencast serves as investment
adviser to private pooled investment vehicles.
Sciencast’s investment objective is to seek superior risk-adjusted returns by using financial
modeling along with sophisticated statistical testing to extract persistent patterns from complex
characteristics.
Sciencast invests in the U.S. stock market and may also invest in international equities and other
assets. Specifically, only publicly traded companies with substantial market capitalization and
considerable daily trading volume are candidates for investment. Subject to the mandate reflected
in client investment management agreements, Sciencast may purchase or sell short a variety of
financial instruments including, but not limited to, common and preferred stock, depository
receipts, warrants, rights, debt securities (including senior, subordinated, secured, unsecured and
defaulted debt securities), convertible debt securities, convertible preferred stock, bank loans, loan
participations and trade claims, limited partnership interests, limited liability company
membership interests, private placements and other restricted securities, securities of
privately held
companies, equity lines of credit, equity related convertible securities, interest-bearing or interest
rate sensitive marketable securities (including those issued or guaranteed by the U.S. Government
or agencies or instrumentalities of the U.S. Government), currencies, futures contracts, forward
contracts, physical commodities, credit default and other swaps, put and call options on the
foregoing and other derivatives and other instruments of U.S. and non-U.S. issuers and other
securities and investments, in each case of every kind and character, traded or not traded on U.S.
and non-U.S. markets (including over-the-counter markets) and exchanges.
Sciencast makes all investment decisions pursuant to the terms of an investment management
agreement between each client and Sciencast. Sciencast’s primary responsibilities are to identify,
review, and select investment opportunities that it believes will achieve client investment
objectives. This requires Sciencast to monitor investments and determine whether to modify
investment allocations.
Sciencast does not participate in wrap fee programs.
As of March 1, 2023, Sciencast managed on a discretionary basis approximately $350,000,000.
Sciencast does not manage any assets on a non-discretionary basis.