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.

 
Insights
Market Outlook
Applied Equity Advisors Monthly Commentary
Sep 30, 2017
Andrew Slimmon from the Applied Equity Advisor’s Team discusses his thoughts and views in the latest commentary for September 2017
Investment Insight
Market Implications of the First 100 Days: What’s Next?
Apr 26, 2017
Morgan Stanley Investment Management’s senior investment leaders discuss how the President’s policy agenda is affecting their outlook on global equity, fixed income and listed infrastructure markets.
Market Outlook
Slimmon featured in U.S. News & World Report
Mar 31, 2017
Don't Bet Against a Good Year for Equities - In this article he explains that while it might be tough to make near-term advances, 2017 could end up being a big year for equities.
 
 
Portfolio Managers
Head of Applied Equity Advisors Team
30 years industry experience
Executive Director
13 years industry experience
 
 
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.  
 
 

As of 2/29/2016. Team information may change from time to time.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.

 

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