Overview

Why partner with us?

We offer diverse equity capabiltiies across a broad range of investment disciplines and strategies.

Fundamental Equity

 

Since 1969, we have managed 30+ strategies with the following attributes:

 

Styles

Growth, value, and core strategies spanning geographies, market capitalizations, and concentration levels.

 

Sectors/Specialty

REITS, utility, natural resources, infrastructure, health care, technology, and financial services

Quantitative Equity

 

Since 1975, we have managed 50+ strategies with the following attributes:

 

Styles

Core, value, opportunistic, and equity indexing strategies spanning geographies and market capitalizations

 

Defined Outcome

Options-based buffer ETF and market participation strategies

Direct Indexing

 

Since 2017, we have managed 10+ strategies with the following attributes:

 

ETF-Based Strategies

Target enhanced after-tax returns by combining market-like exposure with tax-loss harvesting

  • Long-only
  • Long/short
  • Custom

Equities At a glance

$295 Bn

Assets Under Management info info_outline keyboard_control_key arrow_drop_up

55+

Years of Experience

150+

Investment Professionals

Strategies

Equity Strategies

Fundamental Equity

Growth Equity, Value/Core Equity, Small/SMid, Mid-Cap, Custom Solutions

Quantitative Equity

Core, Value, Opportunistic Equity and Indexing.

Resources

Discuss Equity opportunities

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