Applied Equity Advisors is an unconstrained, flexible global core manager seeking to drive excess returns, regardless of style or regional market leadership.
The Applied Equity Advisors team, part of our Solutions & Multi-Assets capability, seeks to combine the best of fundamental and quantitative approaches to investing to deliver highly active, style-flexible, concentrated portfolios with heavy emphasis on risk-control techniques throughout the investment process. The experience and judgment of its portfolio managers serve as an overlay to both the portfolio style positioning and the final stock selection.
Meet The Team
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