Andrew Slimmon

Head of Applied Equity Advisors Team
32 years industry experience

Biography

Andrew Slimmon is a Managing Director at Morgan Stanley Investment Management where he is the lead Senior Portfolio Manager on all long equity strategies for Applied Equity Advisors. Andrew is also a member of the Morgan Stanley Wealth Management Global Investment Committee. He has 32 years of investment management experience. He began his career at Morgan Stanley in 1991 as an Advisor in Private Wealth Management, and later served as the Chief Investment Officer of the Morgan Stanley Trust Company. Prior to joining the firm, Andrew was a buy-side equity research analyst with ARCO Investment Management. He began his investment career as an analyst and then portfolio manager for Brown Brothers Harriman, a private bank. He is a regular guest on CNBC. Additionally, he has appeared on CNBC Europe and Bloomberg TV and is quoted regularly in The Wall Street Journal, Barron’s, Bloomberg, and Reuters. Andrew received a B.A. in economics from the University of Pennsylvania and an MBA from the University of Chicago.

Andrew is a member of the
Applied Equity Advisors Team

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Strategies

Strategy Name	Description
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.
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.
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.
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.

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.

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.

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.

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.

News & Insights

Media Appearance

Bruno Paulson joins Bloomberg Markets

Aug 06, 2019

Bruno Paulson joins Bloomberg Markets to discuss his views on inflation and how companies can be affected.

Macro Insight

Equity Market Commentary

Aug 05, 2019

Why were recent stock markets at all-time highs? Andrew Slimmon details the underpinnings of those markets and his outlook on what's next.

Media Appearance

Andrew Slimmon on CNBC

Jul 25, 2019

Andrew Slimmon joined the CNBC “The Exchange” team to discuss the current state of the markets. He shares his view that equity markets may suggest a stronger economy in the future.

View All Insights by Andrew

May not represent all Team Members.

The information on this page is 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.

Andrew Slimmon

Head of Applied Equity Advisors Team | 32 years industry experience

Andrew Slimmon

Head of Applied Equity Advisors Team 32 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Head of Applied Equity Advisors Team
32 years industry experience