Strategies |
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Strategy Name |
Strategy Name |
Strategies
Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.
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Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.
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Provides broad exposure to hedge fund managers pursuing directional, relative value and event-driven strategies.
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Provides focused exposure to hedge fund managers pursuing opportunistic strategies.
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Provides focused exposure to hedge fund managers within a single strategy category.
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Offers customized managed futures investment programs on behalf of institutions and ultra-high-net-worth individuals.
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Provides qualified investors access to multiple commodity trading advisors and various unique trading strategies through a single investment vehicle.
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Provides qualified investors access to both single and multi-manager managed-futures funds dedicated to specific investment opportunities, themes, markets and sectors.
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Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.
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Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.
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Seeks to outperform the Russell 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.
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Seeks to outperform the Russell 2500 Index with an actively managed portfolio of approximately 25-60 small and mid cap stocks, with a focus on risk management.
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Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and providing a stable, attractive income stream.
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Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with downside protection in volatile markets.
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Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets.
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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.
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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.
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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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Seeks attractive long-term returns with low correlation to the broader equity markets by identifying and emulating the investment strategies of a select group of top-performing hedge fund managers in a cost-efficient manner.
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Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.
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Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.
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Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.
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Seeks to identify and exploit inefficiencies and provides diversified exposure across global asset classes.
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Invests in core equity and fixed income securities, high-yielding investments and an options-writing overlay with the goal of income generation.
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Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.
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Strategies
Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.
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Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.
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Invests in the equity securities of publicly traded infrastructure companies worldwide.
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Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.
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Invests in the equity securities of publicly traded real estate securities worldwide, excluding U.S. or North America.
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Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.
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Invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.
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Manages global opportunistic and regional core private real estate investment strategies.
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Strategies
Seeks to invest in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.
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Seeks long-term capital appreciation by investing in global equities utilizing a top-down approach that actively selects regions, countries, sectors and industries.
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Seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers.
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Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.
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Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.
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Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.
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Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.
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Seeks long-term outperformance by investing in European companies that have prominent and maintainable positions in their field.
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Invests in companies listed on European stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.
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Invests in companies listed on eurozone stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.
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Invests in equity securities of frontier emerging markets, seeking absolute returns and long-term capital appreciation.
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Seeks to invest globally in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.
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Seeks to invest in high-quality established and emerging companies located throughout the world with strong free-cash-flow yields and favorable returns on invested capital trends.
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Seeks long-term capital appreciation by investing primarily in global equity securities.
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Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.
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Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
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Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
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Seeks to invest in high-quality established and cyclical companies located throughout the world with strong free-cash-flow yields and potential favorable returns on invested capital trends.
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Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
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Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
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Seeks to invest in high-quality established and emerging companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
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Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.
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Seeks to invest in high-quality established and cyclical companies with strong free-cash-flow yields and potential favorable returns on invested capital trends.
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Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.
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Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
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Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
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Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.
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Seeks to invest in high-quality established and emerging mid cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
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Seeks to invest in high-quality established and emerging companies of all cap sizes with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
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Invests in Saudi Arabia listed equities and initial public offerings with the goal of long-term capital appreciation.
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Seeks to invest in high-quality established and emerging small cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
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Strategies
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.
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Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.
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Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.
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Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.
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Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.
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Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.
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Provides access to a globally diversified portfolio of private equity investments.
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Provides focused exposure to private market interests within a single strategy category.
These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.
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Provides exposure to private equity fund interests acquired in the secondary markets.
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Strategies
Provides access to a broad spectrum of Asian ex-Japan fixed income investments, seeking to identify the best investment ideas within each market segment.
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Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
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Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.
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Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.
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Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.
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Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.
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Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.
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Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.
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Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.
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Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.
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Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.
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Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.
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Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.
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Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.
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Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.
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Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.
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Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.
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Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.
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Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.
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Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.
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Seeks a high level of income through value-oriented investing in U.S. government securities.
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Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.
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Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.
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Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.
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Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.
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Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.
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Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.
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Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.
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Invests primarily in U.S. government securities and investment-grade corporate bonds with maturities less than three years.
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Strategies ![]()
Offers custom recommendations, advice and account oversight for clients who wish to retain ownership of hedge fund positions.
|
Offers custom portfolios that address the unique investment, reporting and administrative objectives of hedge fund investors.
|
Provides broad exposure to hedge fund managers pursuing directional, relative value and event-driven strategies.
|
Provides focused exposure to hedge fund managers pursuing opportunistic strategies.
|
Provides focused exposure to hedge fund managers within a single strategy category.
|
Strategies ![]()
Invests in private equity funds that offer financial return prospects and demonstrable and measurable positive social and environmental impact.
|
Provides access to a globally diversified portfolio of private equity investments.
|
Provides focused exposure to private market interests within a single strategy category.
These themes may include distressed investments, income-oriented investments, real estate and real assets, geographic-specific strategies as well as dedicated secondaries and dedicated co-investment opportunities.
|
Provides exposure to private equity fund interests acquired in the secondary markets.
|
Strategies ![]()
Seeks long-term capital appreciation by investing in global equities utilizing a top-down approach that actively selects regions, countries, sectors and industries.
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Seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers.
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Seeks long-term capital appreciation by investing primarily in global equity securities.
|
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 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 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.
|
Strategies ![]()
Seeks long-term outperformance by investing in European companies that have prominent and maintainable positions in their field.
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Invests in companies listed on European stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.
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Invests in companies listed on eurozone stock exchanges in a concentrated portfolio with the goal of long-term capital appreciation.
|
Strategies ![]()
Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.
|
Seeks to outperform the Russell 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.
|
Seeks to outperform the Russell 2500 Index with an actively managed portfolio of approximately 25-60 small and mid cap stocks, with a focus on risk management.
|
Strategies ![]()
Invests in the China A-share companies that have a sustainable growth profile and a high or increasing return potential.
|
Invests in leading companies operating in emerging markets positioned to potentially benefit from future drivers of growth.
|
Invest primarily in equity securities of small-capitalization companies operating in emerging markets, seeking absolute returns and long-term capital appreciation.
|
Invests in equity securities of frontier emerging markets, seeking absolute returns and long-term capital appreciation.
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Invests in emerging market equities with a growth bias, seeking attractive long-term, risk-adjusted returns.
|
Invests in Indian equities with a growth bias, seeking to deliver long-term, risk-adjusted returns.
|
Strategies ![]()
Provides access to a broad spectrum of Asian ex-Japan fixed income investments, seeking to identify the best investment ideas within each market segment.
|
Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
|
Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.
|
Invests across the credit spectrum of emerging market corporate issuers, seeking to identify undervalued emerging markets corporate debt securities.
|
Invests in a range of sovereign, quasi-sovereign and corporate debt securities from emerging markets denominated in emerging market and/or non-U.S. currencies.
|
Invests in a mix of sovereign, quasi-sovereign and corporate debt securities from emerging markets, primarily denominated in U.S. dollars.
|
Provides access to the full spectrum of emerging markets fixed income with exposure to external, domestic and corporate debt.
|
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euros.
|
Invests in a diversified portfolio of government, corporate and non-government debt denominated in euro and non-euro currencies.
|
Invests in a globally diversified portfolio of high-quality, investment-grade credit from European issuers.
|
Invests in high-yielding fixed income securities, primarily euro-denominated corporate debt that offers yields above that generally available on investment-grade debt.
|
Invests in a diversified portfolio of high-quality, euro-denominated, short-dated, investment-grade credits to manage duration exposure.
|
Invests in a globally diversified portfolio of multi-currency debt issued by government and non-government issuers.
|
Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.
|
Invests in a globally diversified portfolio of convertible bonds in an effort to take advantage of their attractive historical risk/return characteristics.
|
Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.
|
Invests in a diversified global portfolio across the full spectrum of fixed income with the goal of a high level of current income.
|
Invests globally with a focus on U.S. middle market credits and on larger, higher-quality issuers in Europe and in Asia.
|
Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.
|
Invests in a portfolio of mortgages and securitized debt instruments issued by government agencies and private institutions.
|
Seeks a high level of income through value-oriented investing in U.S. government securities.
|
Invests primarily in sterling-denominated debt and non-gilt fixed income securities issued by corporations and non-government related issuers.
|
Invests using an unconstrained approach across the fixed income spectrum with the goal of constructing a portfolio less sensitive to interest rates movements and able to capture positive returns across environments.
|
Invests in U.S.-denominated debt issued by corporations and non-government issuers, with a focus on middle market credit.
|
Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.
|
Invests in U.S. government, corporate bonds, asset-backed and mortgage-backed securities with maturities less than five years.
|
Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.
|
Invests in a diversified portfolio of mortgage- related securities with the goal of a high level of current income.
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Invests primarily in U.S. government securities and investment-grade corporate bonds with maturities less than three years.
|
Strategies ![]()
Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.
|
Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.
|
Invests in the equity securities of publicly traded infrastructure companies worldwide.
|
Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.
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Invests in the equity securities of publicly traded real estate securities worldwide, excluding U.S. or North America.
|
Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.
|
Strategies ![]()
Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and providing a stable, attractive income stream.
|
Invests across global asset classes, aiming to manage tracking error around a fixed-weight benchmark while enhancing returns from tactical positioning and seeking excess returns, with downside protection in volatile markets.
|
Invests across global asset classes, aiming to manage total portfolio risk while enhancing returns from tactical positioning and seeking to deliver attractive returns and downside protection in volatile markets.
|
Invests across global asset classes including stocks, bonds, currencies and commodities seeking to create a portfolio that can deliver potential excess returns while managing downside risks in volatile markets.
|
Seeks to identify and exploit inefficiencies and provides diversified exposure across global asset classes.
|
Invests in core equity and fixed income securities, high-yielding investments and an options-writing overlay with the goal of income generation.
|
Invests across global asset classes, including stocks, bonds, currencies and commodities, seeking to exploit inefficiencies between markets, regions and sectors aiming to deliver returns in excess of the benchmark.
|
Strategies ![]()
Seeks to invest in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.
|
Invests in high quality established and emerging companies located in Asia (excluding Japan) that the team believes are undervalued at the time of investment.
|
Seeks to invest globally in high-quality established companies with strong brand recognition, sustainable competitive advantages, strong current free-cash-flow yields and favorable returns on invested capital trends.
|
Seeks to invest in high-quality established and emerging companies located throughout the world with strong free-cash-flow yields and favorable returns on invested capital trends.
|
Seeks to invest in high-quality established and cyclical companies located throughout the world with strong free-cash-flow yields and potential favorable returns on invested capital trends.
|
Invests globally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
|
Seeks to invest in high-quality established and emerging companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
|
Seeks to invest in high-quality established and cyclical companies with strong free-cash-flow yields and potential favorable returns on invested capital trends.
|
Invests internationally in high quality established companies that the team believes are undervalued at the time of investment.
|
Invests internationally in high quality established and emerging companies that the team believes are undervalued at the time of investment.
|
Seeks to invest in high-quality established and emerging mid cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
|
Seeks to invest in high-quality established and emerging companies of all cap sizes with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
|
Seeks to invest in high-quality established and emerging small cap companies with sustainable competitive advantages, strong free-cash-flow yields and potential favorable returns on invested capital trends.
|
Strategies ![]()
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
|
Invests in global high-quality, franchise businesses, characterized by dominant intangible assets, high returns on invested capital and strong free-cash-flow generation.
|
Invests in high-quality resilient companies with strong management, high returns on capital, and strong free-cash-flow generation.
|
Seeks to maintain a diversified portfolio of companies that are primarily domiciled outside of the U.S.
|
Strategies ![]()
Offers customized managed futures investment programs on behalf of institutions and ultra-high-net-worth individuals.
|
Provides qualified investors access to multiple commodity trading advisors and various unique trading strategies through a single investment vehicle.
|
Provides qualified investors access to both single and multi-manager managed-futures funds dedicated to specific investment opportunities, themes, markets and sectors.
|
Provides qualified investors access to one commodity trading advisor oftentimes with lower investment minimums and trading advisor management fees than might otherwise be attained through a direct investment with the trading advisor.
|
Strategies ![]()
Invests in Japanese equities with market capitalization of greater than U.S. $400 million, seeking to identify undervalued, quality companies that trade at a substantial discount to their long-term intrinsic value.
|
Strategies ![]()
Makes privately negotiated equity and equity-related investments in middle-market companies primarily located in North America.
|
Strategies ![]()
Invests in mezzanine debt and related instruments issued by middle-market companies in North America and Western Europe.
|
Strategies ![]()
Makes privately negotiated equity and equity-related investments in energy businesses located primarily in North America.
|
Strategies ![]()
Makes privately negotiated later-stage investments in technology, health care, consumer, and other sectors.
|
Strategies ![]()
Invests directly in infrastructure assets and seeks to create value through active asset management and operational improvements.
|
Strategies ![]()
Makes privately negotiated equity and equity-related investments in companies located in the Asia-Pacific region.
|
Strategies ![]()
Manages global opportunistic and regional core private real estate investment strategies.
|
Strategies ![]()
Seeks attractive long-term returns with low correlation to the broader equity markets by identifying and emulating the investment strategies of a select group of top-performing hedge fund managers in a cost-efficient manner.
|
Offers discretionary multi-alternative investment solutions tailored to the specific needs and requirements of each client.
|
Offers comprehensive, full-service discretionary investment management programs tailored to the specific needs and requirements of each client.
|
Strategies ![]()
Invests in Saudi Arabia listed equities and initial public offerings with the goal of long-term capital appreciation.
|