We have a culture that inspires intellectual curiosity and flexibility.

Counterpoint Global, one of our Active Fundamental Equity teams, seeks to make long-term investments in unique companies whose market value can increase significantly for underlying fundamental reasons. Their portfolios are typically concentrated and differentiated from their benchmarks. Counterpoint Global’s culture fosters collaboration, creativity, continued development, and differentiated thinking.

Counterpoint Global
 
 
 
 
LEAD MANAGER: Dennis Lynch
Invests primarily in established and emerging small cap companies in the United States.  
Invests primarily in established and emerging mid cap companies in the United States.  
Invests primarily in established and emerging large cap companies in the United States.  
Invests primarily in established and emerging companies in the United States.  
Invests primarily in established large cap companies in the United States.  
Invests primarily in established and emerging companies globally.  
Invests primarily in established companies in the United States that benefit from efficient scale.  
Invests primarily in established companies globally that benefit from efficient scale.  
Invests primarily in established and emerging companies globally.  
Invests primarily in established and emerging large cap companies in the United States.  
LEAD MANAGER: Manas Gautam
Invests primarily in companies with growing intrinsic value.  
LEAD MANAGERS: Anne Edelstein & Jenny Leeds, Ph.D.
Invests primarily in companies principally engaged in the discovery, development, production, or distribution of products or services related to advances in healthcare.  
 

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Team information may change from time to time.

This material is a general communication, which is not impartial and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. All investments involve risks, including the possible loss of principal. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

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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