Separately Managed Accounts |
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Strategy Name |
Strategy Name |
Strategies
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 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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Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.
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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 15 - 20 global companies with attractive valuations and above-average appreciation potential.
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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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Strategies
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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Strategies ![]()
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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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 15 - 20 global companies with attractive valuations and above-average appreciation potential.
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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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Strategies ![]()
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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Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.
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Strategies ![]()
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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