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Descripción general

Descripción general

Ofrecemos a nuestros clientes una amplia gama de estrategias de renta variable impulsadas por equipos especializados con alcance global y experiencia local.

Principales factores diferenciales

1

Estructura

  • Equipos altamente especializados con gestores con amplia experiencia
  • Cada equipo tiene un enfoque y un punto de vista distintivos, sin las restricciones de una CIO central
  • Análisis significativos sobre sostenibilidad integrados en diversos productos de renta variable

2

Fortaleza

  • Perspectivas diversas
  • Recursos y redes excepcionales
  • Cultura de curiosidad y colaboración

3

Estrategia

  • Zonas geográficas y estilos de inversión
  • Variedad de niveles de tolerancia al riesgo para satisfacer las necesidades de los clientes
  • Operamos donde tenemos las condiciones para alcanzar la excelencia

Nuestra plataforma de renta variable

Nuestras soluciones especializadas se centran en la rentabilidad a largo plazo y abarcan los mercados mundiales.

Nuestros equipos de renta variable

Dirigidos por inversores con una dilatada trayectoria, nuestros equipos especializados aplican procesos disciplinados y aspiran a ofrecer sólidos resultados de inversión a largo plazo.

Applied Equity Advisors Team

The Applied Equity Advisors team combines the best of fundamental and quantitative approaches to investing to deliver highly active, style-flexible, concentrated equity portfolios with heavy emphasis on risk-control techniques throughout the investment process. The longstanding experience and judgment of its portfolio managers inform both the portfolio style positioning and the final stock selection.

Atlanta Capital Equity Team

Atlanta Capital is comprised of two distinct investment teams of experienced, long-tenured investors. The Core/Growth Team constructs active portfolios of primarily U.S. companies across the core and growth equity spectrum.   Our teams are guided by a fundamental core approach that seeks to invest in companies in strong financial condition with equities priced below our fair value estimate. 

Counterpoint Global

Counterpoint Global’s culture fosters collaboration, creativity, continued development and differentiated thinking.

Emerging Markets Equity Team

The Emerging Markets Equity team combines deep expertise and local presence in global markets with an integrated top-down and bottom-up investment approach to invest in core and growth-oriented portfolios across non-U.S. markets.

Global Opportunity

The Global Opportunity team creates high-conviction, concentrated portfolios of undervalued, high-quality businesses with strategies available on a global, regional and customizable basis.

International Equity Team
The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing reduced downside participation.
Calvert Research and Management Team

Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.

Japanese Equity Team
The Japanese Equity Team invests in stocks that it believes are undervalued but have a high likelihood of a positive price correction. Strategy implementation for the non Japanese Equity portfolio is delegated to our Japanese affiliate Mitsubishi UFJ Asset Management Co., Ltd.

La información incluida en esta página solo tiene fines informativos.

Todas las inversiones entrañan riesgos, incluida la pérdida de principal.

Para conocer información importante sobre la estrategia, incluidas consideraciones adicionales sobre riesgos, consulte la página de datos de la estrategia.