Applied Equity Advisors Team

Overview
Meet The Team
Investment Criteria
Portfolio
Strategy
Insights

Overview

Applied Equity Advisors is an unconstrained, flexible global core manager seeking to drive excess returns, regardless of style or regional market leadership.

Who We Are

Applied Equity Advisors Investment Process

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Applied Equity Advisors Investment Process

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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

PROFILE

安德鲁Slimmon

Head of Applied Equity Advisors Team

Head of Applied Equity Advisors Team

Investment Criteria

Strategies

See funds managed by this team

Strategy Name	Description
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.	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 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.	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 Concentrated ESG-Screened Equity Strategy Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.	Using a combination of quantitative models and stock-specific analysis, the strategy aims to provide a highly active global equity portfolio of typically 20 companies that focus on prioritizing sustainability issues that are most material to their business and relevant to their stakeholders. The strategy also employs a socially conscious negative screen.
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.	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 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.	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.

Insights

Takeaways & Key Expectations

Equity Market Commentary - February 2023

Feb 22, 2023

In his second February TAKE, Senior Portfolio Manager Andrew Slimmon offers up where he sees potential Fat Pitches the equity markets are offering, along with how his portfolios are positioned to try to capture the opportunities.

Takeaways & Key Expectations

Equity Market Commentary - February 2022

Feb 17, 2023

In his February TAKE, Senior Portfolio Manager Andrew Slimmon marks to market his early January four glaring signals that equity investors were way too bearish. Find out where he thinks we are today.

Takeaways & Key Expectations

Equity Market Commentary - January 2023

Jan 06, 2023

In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.

View All Insights by Applied Equity Advisors Team

Team information may change from time to time.

The information on this page is solely for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

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.