Equity | |
Global Equity | |
| Global Endurance | Invests primarily in companies with growing intrinsic value. |
| Global Permanence | Invests primarily in established companies globally that benefit from efficient scale. |
| 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. |
| 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. |
| Global Franchise Strategy | Concentrated portfolio of 20-40 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. |
International Equity | |
| International Resilience Strategy | Invests in 20-50 high quality, predominantly non-U.S. companies, 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. |
US Equity | |
| American Resilience Strategy | Invests in 20-50 high quality, predominantly US companies, 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. |
| Permanence | Invests primarily in established companies in the United States that benefit from efficient scale. |
| Tailwinds | Invests primarily in established and emerging large cap companies in the United States. |
| Growth | Invests primarily in established and emerging large cap companies in the United States. |
| Applied Enhanced Index Russell 1000 Strategy | Seeks to invest in 200-300 stocks that, in aggregate, have exposure to factors it believes will drive returns in the current market environment. All the while employing quantitative models with a stock selection process that includes an quantitative review of material sustainability issues related to any potential holding. The strategy aims to provide a modest tracking error and align closely with the Russell 1000 Index in terms of industry, sector, style and company size. |
| 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. |
Solutions and Multi-Asset | |
Fixed Income | |
| Intermediate Municipal Strategy | With a bottom-up process focusing on security selection, the team considers credit quality, state of issuance, coupon structure, source of revenue, issuer concentration, and call protection to seek a predictable source of federally tax-exempt income. |
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