Investment Management

Equity

Repeatable alpha driven by bottom-up fundamental research

Introduction to Equity

Contact Us

Brian Baskir, FIA Brian Baskir, FIA Managing Director and Head of Global Consultant Relations (212) 309-6481
Eileen Madden, CFA Eileen Madden, CFA Senior Vice President and Head of Client Service and Relationship Management (860) 275-4640
Ken Sarafa Ken Sarafa Senior Vice President, Head of U.S. Institutional Client Advisory (248) 554-4802
John Simone, CFA John Simone, CFA Managing Director, Head of Insurance Solutions (212) 309-8413

Investment Strategies

The Equity team's philosophy, team structure and process leverage their best ideas to produce consistent performance that earns high rankings for excess returns and risk efficiency.

Large Cap Growth Large Cap Value Mid Cap Growth SMID Cap Growth Small Cap Core Small Cap Growth
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Process

  • Intensive fundamental research is the heart of the process
  • Bottom-up security selection seizes opportunities
  • Disciplined portfolio construction helps control risk

People

  • Broad-based team of investment professionals averages 15 or more years of experience
  • Career sector analysts with the expertise and authority to pick the best stocks in their sectors
  • Team-based approach fully leverages stockpicking skills and promotes individual and collective accountability

Results

  • Sector-based customized research exploits uncorrelated sources of excess returns
  • Repeatable investment process produces consistent outperformance vs. benchmark and peers
  • Disciplined portfolio construction promises strong and reliable risk-adjusted returns
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