Phillip Kim

Executive Director
20 years industry experience

Biography

Phillip Kim is portfolio manager for all Applied Equity Advisors strategies and oversees the team’s quantitative equity research. He joined Morgan Stanley in 2005 and has 20 years of investment experience. Previously, Phillip was a quantitative research analyst responsible for the implementation of the fund of hedge fund asset allocation model and risk analytic tools for Morgan Stanley Smith Barney’s third-party Alternative Investment Research Group. Previously, Mr. Kim worked as a Senior Software Engineer at Raytheon, where he was responsible for design and construction of the world’s first high-altitude, long-endurance Unmanned Aerial Vehicle (UAV). Mr. Kim received a B.S. in Chemical Engineering from the University of Virginia, a M.S. in Information Systems from Johns Hopkins University, and an M.B.A. from the University of Chicago

Phillip is a member of the
Applied Equity Advisors Team

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Strategies

Strategy Name	Description
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 Global Concentrated Equity Strategy	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.
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 Enhanced Index Russell 1000 Strategy	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.

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 Global Concentrated Equity Strategy

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.

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 Enhanced Index Russell 1000 Strategy

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.

News & Insights

Takeaways & Key Expectations

Equity Market Commentary - May 2025

14-May-2025

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reviews the dangers of certainty and overconfidence that tripped up so many this past month.

Takeaways & Key Expectations

Equity Market Commentary - April 2025

08-Apr-2025

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon presents a clinical approach to put cash to work in equities during drawdowns.

Takeaways & Key Expectations

Equity Market Commentary - March 2025

28-Feb-2025

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon presents reasons why market volatility in the third year of an equity bull market is a normal and healthy signal.

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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.

Phillip Kim

Executive Director | 20 years industry experience

Phillip Kim

Executive Director 20 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Executive Director
20 years industry experience