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. |
Securitized | |
| Atlanta Capital High Quality (AAA) Ultra-Short Securitized | Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We target ultra-short securitized bonds that we believe to be of the highest quality with low credit and event risk. |
| Atlanta Capital High Quality Intermediate | Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio. |
| Atlanta Capital High Quality Short Duration 1-3 Year | Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-3 years) that we believe to be of the highest quality with low credit and event risk. |
| Atlanta Capital High Quality Premier | Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio. |
| Atlanta Capital High Quality Short Duration 0-2 Year | Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target ultra-short securitized bonds (0-2 years) that we believe to be of the highest quality with low credit and event risk. |
| Atlanta Capital High Quality Short Duration 1-5 Year | Invest in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-5 years) that we believe to be of the highest quality with low credit and event risk. |
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. |
| Atlanta Capital High Quality Focused Growth | Guided by a conservative large-cap growth discipline that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value. |
| Atlanta Capital High Quality Calvert Equity | Guided by a large-cap growth, responsible investing discipline managed in partnership with Calvert Research and Management that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value. |
| Atlanta Capital High Quality Growth Plus | Guided by a conservative large-cap growth discipline that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value. |
| Atlanta Capital High Quality SMID Cap | Guided by a fundamental core approach that seeks to invest in small to mid-cap companies in strong financial condition with equities priced below our fair value estimate. |
| Atlanta Capital High Quality Small Cap | Guided by a fundamental core approach that seeks to invest in small-cap companies in strong financial condition with equities priced below our fair value estimate. |
| Atlanta Capital High Quality Select Equity | Guided by a fundamental core approach that seeks to invest in mid to large-cap companies in strong financial condition with equities priced below our fair value estimate. |
| Inception | Invests primarily in established and emerging small cap companies in the United States. |
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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