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Overview

We offer clients a diverse range of equity strategies driven by specialized teams with global reach and local expertise.

Key Differentiators

1

Structure

  • Highly specialized teams with long-tenured managers
  • Each team has a distinctive approach and viewpoint, unconstrained by a central CIO
  • Meaningful sustainability research integrated into various equity products

2

Strength

  • Diverse perspectives
  • Exceptional resources and networks
  • Culture of curiosity and collaboration

3

Strategies

  • Span geographies and investment styles
  • Wide range of risk appetites to suit client needs
  • Operate where we have conditions for excellence

Our Equity Platform

Our specialized solutions are focused on long-term performance and span the world's markets.

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Featured Insights

Tales From the Emerging World
The Demographic Barbell

A generational shift is reshaping the global economy. Millennials and Gen Z are fueling value-driven e-commerce, sustainable travel and experiences, while aging populations spur demand for healthcare innovation and eldercare. As Jitania Kandhari and Audrey Muhirwa note, portfolios must align not only with economic cycles but with human timelines.

29-Sep-2025
Global Equity Observer
The age of strategic supply chains

As geopolitical tensions threaten the cohesion of the global economy, building more resilient supply chains has become a strategic imperative. The International Equity Team explains why they consider supply chain resilience to increasingly be a marker of operational excellence, pricing power, and strategic foresight—hallmarks of the quality companies they favour.

29-Sep-2025
Global Equity Observer
Das Zeitalter strategischer Lieferketten

Da geopolitische Spannungen den Zusammenhalt der Weltwirtschaft bedrohen, ist es zu einer strategischen Notwendigkeit geworden, widerstandsfähigere Lieferketten aufzubauen. Das International Equity Team erklärt, warum es die Widerstandsfähigkeit der Lieferketten zunehmend als charakteristisch für operative Exzellenz, Preissetzungsmacht und strategischen Weitblick erachtet – jeweils Merkmale von Qualitätsunternehmen, wie sie das Team bevorzugt.

29-Sep-2025
Weitere Einblicke anzeigen

Our Equity Teams

Led by long-tenured investors, our specialized teams use disciplined processes and strive to provide strong long-term investment results.

Applied Equity Advisors Team

The Applied Equity Advisors team combines the best of fundamental and quantitative approaches to investing to deliver highly active, style-flexible, concentrated equity portfolios with heavy emphasis on risk-control techniques throughout the investment process. The longstanding experience and judgment of its portfolio managers inform both the portfolio style positioning and the final stock selection.
Counterpoint Global

Counterpoint Global’s culture fosters collaboration, creativity, continued development and differentiated thinking.
Emerging Markets Equity Team
The Emerging Markets Equity team bases its investment philosophy on proprietary research that shows how both country-level and stock-specific factors can drive risks and returns in emerging markets.
Global Opportunity

The Global Opportunity team creates high-conviction, concentrated portfolios of undervalued, high-quality businesses with strategies available on a global, regional and customizable basis.
International Equity Team
The International Equity team follows a disciplined investment process based on fundamental analysis and bottom-up stock selection. They believe that the best route to attractive long-term returns is through compounding and providing reduced downside participation.
Calvert Research and Management Team

Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.
Japanese Equity Team
The Japanese Equity Team invests in stocks that it believes are undervalued but have a high likelihood of a positive price correction. Strategy implementation for the non Japanese Equity portfolio is delegated to our Japanese affiliate Mitsubishi UFJ Asset Management Co., Ltd.
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The information on this page is solely for informational purposes only.

All investing involves risks, including a loss of principal.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.