Equity

Established in 1969, we now manage 30+ strategies with the following attributes:

Styles

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

Sectors/Specialty

Real estate, utilities, natural resources, infrastructure, health care, technology, and financial services

Established in 1975, we now manage 30+ strategies with the following attributes:

All-weather strategies

Systematically-driven core and value strategies spanning global equity markets, market capitalizations, and tracking error levels

Custom equity solutions

Tailored to client-specific objectives, style preferences, risk tolerances, and other considerations such as values-based investing requirements and after-tax return optimization.

Defined and managed outcome strategies

Options-based buffer ETF and hedged equity strategies that provide access to equity upside while seeking to mitigate downside risk

Established in 2017, we now manage 5+ 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