Strategies

Strategy Name

Description

Strategy Name

Team

Description

Strategies 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.
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.		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.		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.
Japanese Value Equity Strategy 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.		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.
Global Quality Select Strategy Invests in 25-50 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation – while avoiding exposure to business activities such as alcohol, tobacco, fossil fuels and weapons.		Invests in 25-50 high quality global businesses, characterized by hard-to-replicate intangible assets, high returns on operating capital employed and strong free cash flow generation. Designed for investors who seek capital growth, earnings resilience and reduced downside participation – while avoiding exposure to business activities such as alcohol, tobacco, fossil fuels and weapons.

¹ Diversification does not eliminate the risk of loss.

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.