Insight
PM Spotlight: From Nuclear Engineering to Equity Portfolios
Many portfolio managers think like engineers, but it’s rare to find one with a background in nuclear engineering. John Campbell explains how his team fuses systematic and fundamental models to manage U.S. equities.
Key takeaways
- Combining systematic and fundamental models is a powerful way to compare multiple stocks in the same industry group or at similar stages of the business life cycle.
- With high market concentration in large-cap stocks, there are opportunities to go down capitalization or to diversify portfolios with direct indexing and tax-loss harvesting.
- It’s important to focus on company-specific and sector-specific impacts from tariffs. Domestically oriented companies may ultimately see a relative advantage or a less negative impact.
Related insights
Manju Boraiah—senior portfolio manager, head of Systematic Fixed Income and co-head of Custom SMA—has carved a unique path for his career—guided by his two passions, art and math.
Explore the ins and outs of direct indexing, why it matters, and how it can be used to create personalized, tax-smart investment strategies.