Applied Equity Advisors Team
Strategie: Multi-Asset
Applied Equity Advisors Team
Strategie: Multi-Asset

Applied Equity Advisors Team

Strategie: Multi-Asset


The Applied Equity Advisors team, part of our Solutions & Multi-Assets capability, uses a combination of top-down quantitative macro analysis and stock-specific research to seek to construct a high quality portfolio of companies with attractive valuations, above-average appreciation potential and competitive dividend yields. The team draws upon the extensive resources, talent and reach of Morgan Stanley Investment Management to provide clients with professionally managed discretionary portfolios.


Individual stock and overall portfolio performance are determined by both top down macro exposures and bottom up company specific results.  We attempt to capture both drivers by using quantitative factor modeling and rigorous fundamental analysis.

Gestori di portafoglio
Andrew Slimmon
Head of Applied Equity Advisors Team
33 years industry experience
Phillip Kim
Executive Director
16 years industry experience

As of 2/29/2016. Team information may change from time to time.

The information on this page is solely 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.


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