Applied Equity Advisors is an unconstrained, flexible global manager seeking to drive excess returns with at-market risk, regardless of style or regional market leadership.

The Applied Equity Advisors team, part of our Solutions & Multi-Assets capability, systematically analyzes large amounts of market data to identify changes in key market drivers, adapting portfolio positioning as necessary. The team’s process blends quantitative factor analysis with stock specific analysis to attempt to capture excess returns at the market factor level as well as at the individual stock level. The experience and judgement of its portfolio managers serves as an overlay to both the factor model output and the final stock selection.

 
Portfolio Managers
 
Portfolio Specialist
 
 
 
Strategies
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 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.  
 
 

 

当ページの情報は、モルガン・スタンレー・インベストメント・マネジメント株式会社(以下、当社)が、投資一任契約においてご提供する運用プロダクトに関連する情報提供を目的として作成したものです。本資料は当社が信頼できると判断した情報を元に、十分な注意を払い作成しておりますが、当社はその正確性や完全性をお約束するものではありません。