Equity Investment Strategies

Assets under advisement*
Investment professionals
As of December 31, 2023. Figures include discretionary and non-discretionary assets
Learn about our approach
In pursuit of elevated outcomes
Two approaches to pursue your objectives

When solving for your portfolio's equity needs, our independent equity teams—whether fundamentally or systematically driven—have the freedom to think differently, be contrarian, search for alpha, and use bespoke/tailored risk management approaches. Each team conducts proprietary research and develops strategies in their areas of expertise.

Our equity teams pursue investment opportunities around the globe to deliver return and manage risk. Whether you are exploring opportunities within a given equity market segment or looking to target a specific portfolio outcome, we offer strategies that can help you pursue your objectives.

Fundamental Equity

Our Fundamental Equity teams embrace specialized investment philosophies characterized by diverse viewpoints and differentiated investment processes. 

We offer style-specific strategies that combine the depth of autonomous research with a consistent and rigorous approach to portfolio risk management. Our fundamental equity strategies create alpha through disciplined execution of unique, bottom-up investment processes in pursuit of elevated outcomes to clients in line with their investment objectives.

Systematic Edge: Equity

Our Systematic Edge team believes there are persistent and identifiable determinants of returns that can be systematically harvested to improve a portfolio's risk/return profile. Our active, research-driven approach combines our alpha insights with innovative portfolio construction techniques and a disciplined risk management framework that aims to deliver investment outcomes that are aligned to our clients’ needs.

We believe in continuous learning, and our research into portfolio construction technique and risk and return drivers allows us to continually innovate and evolve our investment techniques and capability offering. Our systematic approach and focus on portfolio construction and design allow us to provide outcome-driven strategies that help our clients pursue their investment goals.  

View equity strategies
Pursuing desired outcomes
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We look forward to helping you with your investment needs