Phillip is a member of the Applied Equity Advisors Team
Strategies
| Strategy Name | Description | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide 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 30-60 U.S. companies with attractive valuations, above-average appreciation potential and competitive dividend yields.
Using a combination of quantitative models and stock-specific research, the strategy aims to invest in approximately 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.
Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size.