Stratégies
Solutions & Multi-Asset
Applied Global Concentrated Equity Strategy
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Applied Global Concentrated Equity Strategy |
Stratégies
Solutions & Multi-Asset
Applied Global Concentrated Equity Strategy
|
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Broad market factors can drive majority of returns
By remaining flexible, we can tilt the portfolio towards styles, regions or sectors we believe have the greatest likelihood of producing excess returns.
Stock selection can be additive to alpha generation
Company-specific analysis can help generate additional contribution to portfolio's overall return.
High active share may be the key to outperformance
By limiting the number of position, we run a high active share strategy.
CAPITALIZES ON CURRENT MARKET FACTORS, UNCONSTRAINED BY STYLE |
Portfolio is positioned to gain exposure to broad market factors we believe are in the early stages of outperforming and will drive returns in the current market environment. |
STOCK-SPECIFIC RESEARCH ALSO ADDS VALUE |
Alpha from idiosyncratic (stock-specific) risk is sought by conducting research on individual stocks, customized to each company and its specific industry. |
FOCUS ON RISK MANAGEMENT |
Attempt to capture common and idiosyncratic factors without unintended exposures. |