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.
Who We Are
Applied Equity Advisors Investment Process
MARKET OUTLOOK Andrew Slimmon's Outlook on the Current Markets
Is The Relief Rally Here?
Flattening the Curve is Flattening the Market. At Least for Now.
How Much More Pain Is There?
Is the Recession Scare Fully Priced In?
Another Recession Scare?
Time to Panic or Time to Buy?
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
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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.
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Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.
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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.
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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.
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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.
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Insights