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

Fundamental Equity Advisors Team

Capabilities: Solutions & Multi-Asset

 
 
Summary

The Fundamental Equity Advisors team, part of our Solutions & Multi-Assets capability, seeks to identify undervalued equities using a rigorous fundamental approach to stock selection. They look for companies with strong free cash flow, attractive valuations, profit margin expansion opportunities, strong management and changing internal dynamics. The team has more than 60 years of collective investment industry experience and an established track record of managing equity portfolios for over 12 years. Each team member brings their own unique industry experience and skill set to the evaluation process, while leveraging a common, time-tested investment approach.

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Financial flexibility is at the cornerstone of our approach to stock selection.

 
 
 
Portfolio Managers
Head of Fundamental Equity Advisors Team
34 years industry experience
Managing Director
18 years industry experience
Executive Director
16 years industry experience
 
 
Strategies
Seeks to outperform the Russell 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.  
Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.  
Seeks to outperform the Russell 2500 Index with an actively managed portfolio of approximately 25-60 small and mid cap stocks, with a focus on risk management.  
 
 

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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