Applied Equity Advisors Team
Capabilities: Solutions & Multi-Asset
Applied Equity Advisors Team
Capabilities: Solutions & Multi-Asset

Applied Equity Advisors Team

Capabilities: Solutions & Multi-Asset

 
 
Summary

The Applied Equity Advisors team, part of our Solutions & Multi-Assets capability, uses a combination of top-down quantitative macro analysis and stock-specific research to seek to construct a high quality portfolio of companies with attractive valuations, above-average appreciation potential and competitive dividend yields. The team draws upon the extensive resources, talent and reach of Morgan Stanley Investment Management to provide clients with professionally managed discretionary portfolios.

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Individual stock and overall portfolio performance are determined by both top down macro exposures and bottom up company specific results.  We attempt to capture both drivers by using quantitative factor modeling and rigorous fundamental analysis.

 
 
 
Portfolio Managers
Head of Applied Equity Advisors Team
31 years industry experience
Executive Director
14 years industry experience
 
 
Strategies
By employing quantitative models, the team aims to identify 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. The final portfolio is designed to have a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.  
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 15 - 20 global companies with attractive valuations and above-average appreciation potential.  
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 global companies with attractive valuations and above-average appreciation potential.  
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.  
 
 

 

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