Applied Equity Advisors Team

Capabilities: Solutions & Multi-Asset

Overview
Insights
Portfolio Managers
Portfolio
Strategies

Overview

Summary

The Applied Equity Advisors team, part of our Solutions & Multi-Assets capability, uses a combination of top-down quantitative macro analysis and stock-specific research to seek to construct a high quality portfolio of companies with attractive valuations, above-average appreciation potential and competitive dividend yields. The team draws upon the extensive resources, talent and reach of Morgan Stanley Investment Management to provide clients with professionally managed discretionary portfolios.

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Individual stock and overall portfolio performance are determined by both top down macro exposures and bottom up company specific results. We attempt to capture both drivers by using quantitative factor modeling and rigorous fundamental analysis.

Insights

Market Outlook

Applied Equity Advisors Investment Process

04-Jun-2019

A global, unconstrained and style flexible investment process lets Applied Equity Advisors “stay in the game” and take advantage of a wider set of investment opportunities.

Market Outlook

Applied Equity Advisors June 2019 Commentary

03-Jun-2019

Andrew Slimmon, head of the Applied Equity Advisors team, discusses his market views in the June 2019 Monthly Commentary.

Market Outlook

Andrew Slimmon's Outlook on the Current Markets

30-May-2019

Over the past decade, “pause” years in the market have been followed by years with positive double-digit returns.

View All Insights by Applied Equity Advisors Team

Portfolio Managers

Andrew Slimmon

Head of Applied Equity Advisors Team

32 years industry experience

Phillip Kim

Executive Director

15 years industry experience

Strategies

See funds managed by this team

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.	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.	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.	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.	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.

As of 2/29/2016. Team information may change from time to time.

The information on this page is solely 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.