Andrew Slimmon

Head of Applied Equity Advisors Team
32 years industry experience

Biography

Andrew Slimmon is a Managing Director at Morgan Stanley Investment Management where he is the lead Senior Portfolio Manager on all long equity strategies for Applied Equity Advisors. Andrew is also a member of the Morgan Stanley Wealth Management Global Investment Committee. He has 32 years of investment management experience. He began his career at Morgan Stanley in 1991 as an Advisor in Private Wealth Management, and later served as the Chief Investment Officer of the Morgan Stanley Trust Company. Prior to joining the firm, Andrew was a buy-side equity research analyst with ARCO Investment Management. He began his investment career as an analyst and then portfolio manager for Brown Brothers Harriman, a private bank. He is a regular guest on CNBC. Additionally, he has appeared on CNBC Europe and Bloomberg TV and is quoted regularly in The Wall Street Journal, Barron’s, Bloomberg, and Reuters. Andrew received a B.A. in economics from the University of Pennsylvania and an MBA from the University of Chicago.

Andrew is a member of the
Applied Equity Advisors Team

View Team

Strategies

Strategy Name	Description
Applied Enhanced Index Russell 1000 Strategy	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.
Applied Global Concentrated Equity Strategy	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.
Applied Global Core Equity Strategy	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.
Applied U.S. Core Equity Strategy	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.

Applied Enhanced Index Russell 1000 Strategy

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.

Applied Global Concentrated Equity Strategy

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.

Applied Global Core Equity Strategy

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.

Applied U.S. Core Equity Strategy

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.

News & Insights

Market Alert

Market Alert with Andrew Slimmon: The S&P 500 Has Broken Out to New Highs, Now What?

13-Nov-2019

The S&P 500 Has Broken Out to New Highs, Now What? Andrew Slimmon, Head of the Applied Equity Advisors Team, discusses.

Market Alert

Market Alert with Andrew Slimmon

25-Oct-2019

Timely perspectives on what is shaping the markets now as well as insights on investment opportunities and risk within global equities.

Market Outlook

Equity Market Commentary - September 2019

25-Sep-2019

Markets have experienced a series of “recession scares.” Yet Andrew Slimmon maintains that the U.S. stock market will break out during the fourth quarter of 2019, with the S&P 500 ending the year well north of 3,000.

View All Insights by Andrew

May not represent all Team Members.

The information on this page is 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.

Andrew Slimmon

Head of Applied Equity Advisors Team | 32 years industry experience

Andrew Slimmon

Head of Applied Equity Advisors Team 32 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Head of Applied Equity Advisors Team
32 years industry experience