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Applied Equity Advisors Team

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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.
Fundamental All Cap Equity ex MLP Strategy 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 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.
Fundamental Small/Mid Core Equity Strategy 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.		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.
Fundamental MLP Portfolio Strategy Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.		Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.
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 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 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.

Strategies

Growth Strategy

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.

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 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 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 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.

Strategies Fundamental All Cap Equity ex MLP Strategy 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 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.
Fundamental Small/Mid Core Equity Strategy 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.		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.
Fundamental MLP Portfolio Strategy Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.		Seeks to generate income by actively investing in approximately 20-40 Master Limited Partnerships (MLPs) with tax-deferral benefits.

Strategies

Growth Strategy

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.

Investing involves risks including the possible loss of principal. For additional risk considerations, please click on the strategy name to access the strategy detail page.

A separately managed account may not be suitable for all investors. Separate accounts managed according to the Strategy include a number of securities and will not necessarily track the performance of any index. Please consider the investment objectives, risks and fees of the Strategy carefully before investing. A minimum asset level is required. For important information about the investment manager, please refer to Form ADV Part 2.