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Overview

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.

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 uses a combination of quantitative models and stock-specific research to seek to identify companies with attractive valuations and competitive dividend yields to deliver a high-quality portfolio.

Atlanta Capital Management

Atlanta Capital operates as an investment boutique with three investment teams leveraging a central investment philosophy. Our growth equity, core equity and fixed income teams offer both institutional and individual investors a broad range of high-quality stock and bond portfolios. This focus on seeking quality investments—without compromise—underpins our approach in both investment selection and firm management, supporting our long-term track record.

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
Calvert invests across the global capital markets seeking the potential for long-term value creation and positive global impact — in our clients’ portfolios, the issuers we research and the global communities in which those issuers operate.
Eaton Vance Equity Global Team
The team utilizes a bottom-up fundamental investment process to identify companies with sustainable business models that demonstrate the ability to deliver sustainable financial performance in order to compound value for shareholders over the long term. The Team focuses on high and improving quality companies with the ability to deliver high growth, high gross margins and high or improving Return on Invested Capital (ROIC); as a good blend of these factors is prevalent in companies that compound cashflows over the long term.