Andrew Slimmon

Head of Applied Equity Advisors Team
38 years industry experience

Biography

Andrew Slimmon is the head of Applied Equity Advisors and is lead senior portfolio manager on all long equity strategies for the team. He is joined Morgan Stanley in 1991 and has more than 35 years of investment experience. He began his career at Morgan Stanley as an advisor in Private Wealth Management and later served as the chief investment officer of the Morgan Stanley Trust Company. Prior to joining the firm, Andrew was a buy-side equity research analyst with ARCO Investment Management. He began his career as an analyst and then portfolio manager for Brown Brothers Harriman. He often appears on CNBC, CNBC Asia, and Bloomberg TV and is quoted regularly in the Wall Street Journal, Barron’s, Bloomberg and Reuters. Andrew holds a B.A. degree in economics from the University of Pennsylvania and an M.B.A. from the University of Chicago.

Andrew is a member of the
Applied Equity Advisors Team

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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.

News & Insights

Takeaways & Key Expectations

Equity Market Commentary - April 2025

08-avr.-2025

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon presents a clinical approach to put cash to work in equities during drawdowns.

Takeaways & Key Expectations

Equity Market Commentary - March 2025

28-févr.-2025

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon presents reasons why market volatility in the third year of an equity bull market is a normal and healthy signal.

Takeaways & Key Expectations

Equity Market Commentary - January 2025

30-janv.-2025

In his January TAKE, Senior Portfolio Manager Andrew Slimmon questions will 2025 be a typical mediocre 3rd year bull market or the beginning of a roaring tech revolution?

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Liste non exhaustive des membres de l’équipe.

Les informations présentées sur cette page le sont à titre informatif uniquement. Elles sont destinées aux émetteurs tiers et aux personnes souhaitant obtenir des informations sur les stratégies d’investissement alternatives. Les informations figurant dans le présent document ne constituent pas une offre de services de conseil, une offre de vente ou une sollicitation d’achat de titres et ne doivent pas être interprétées comme telles, et ce dans toute juridiction dans laquelle une telle offre, une telle invitation, un tel achat ou une telle vente seraient interdits.

Tout investissement comporte des risques, y compris une perte du principal. Les placements alternatifs sont de nature spéculative et comportent un degré de risque élevé. Ces investissements sont destinés aux investisseurs qui comprennent ces risques et sont en mesure de les tolérer. La performance peut être volatile et l’investisseur peut perdre une partie importante, voire la totalité, du capital engagé.

Veuillez consulter la page sur le détail de la stratégie pour obtenir des informations importantes sur celle-ci, notamment les considérations de risques supplémentaires.

Andrew Slimmon

Head of Applied Equity Advisors Team | 38 years industry experience

Andrew Slimmon

Head of Applied Equity Advisors Team 38 years industry experience

Biography

Strategies

Strategies

News & Insights

News & Insights

Head of Applied Equity Advisors Team
38 years industry experience