Counterpoint Fall 2026 Equity Update

Quantitative Investing & Machine Learning

DATE: October 6, 2026
TIME: 11:00 am – 12:00 pm PT
LOCATION: Live Webinar

DESCRIPTION:

Machine learning has moved from novelty to infrastructure. The models are mature, the data is deep, and the question for advisors is no longer whether A.I. belongs in an equity process, it’s how to tell disciplined implementation from marketing.

Join Joseph Engelberg, Chief Research Officer, and Daniel Krause, Head of Sales & Partner, for a look at how quantitative investing is evolving as machine learning models come of age, and what that means for the portfolios you build. Joseph and Dan will also deliver a full update on Counterpoint’s Equity strategies and share our outlook on equity performance heading into the fourth quarter of 2026.

Bring your questions — we’ll leave time for them.

SPEAKERS:

Joseph Engelberg has served as Chief Research Officer of Counterpoint Mutual Funds since 2015. Dr. Engelberg has also been an Associate Professor of Finance at…

Daniel Krause has over 30 years of mutual fund distribution experience in the financial services industry. Prior to joining Counterpoint Mutual Funds in 2015…

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FOR FINANCIAL PROFESSIONALS ONLY. NOT FOR DISTRIBUTION TO THE GENERAL PUBLIC.

Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.

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