Applied Equity Advisors is an unconstrained, flexible global manager seeking to drive excess returns with at-market risk, regardless of style or regional market leadership.
The Applied Equity Advisors team, part of our Solutions & Multi-Assets capability, systematically analyzes large amounts of market data to identify changes in key market drivers, adapting portfolio positioning as necessary. The team’s process blends quantitative factor analysis with stock specific analysis to attempt to capture excess returns at the market factor level as well as at the individual stock level. The experience and judgement of its portfolio managers serves as an overlay to both the factor model output and the final stock selection.