Phillip Kim

Executive Director
20 years industry experience

Biography

Phillip Kim is portfolio manager for all Applied Equity Advisors strategies and oversees the team’s quantitative equity research. He joined Morgan Stanley in 2005 and has 20 years of investment experience. Previously, Phillip was a quantitative research analyst responsible for the implementation of the fund of hedge fund asset allocation model and risk analytic tools for Morgan Stanley Smith Barney’s third-party Alternative Investment Research Group. Previously, Mr. Kim worked as a Senior Software Engineer at Raytheon, where he was responsible for design and construction of the world’s first high-altitude, long-endurance Unmanned Aerial Vehicle (UAV). Mr. Kim received a B.S. in Chemical Engineering from the University of Virginia, a M.S. in Information Systems from Johns Hopkins University, and an M.B.A. from the University of Chicago

Phillip is a member of the
Applied Equity Advisors Team

View Team

Strategies

Strategy Name	Description
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 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	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.

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.

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.