Overview
We offer clients a diverse range of equity strategies driven by specialized teams with global reach and local expertise.
We offer clients a diverse range of equity strategies driven by specialized teams with global reach and local expertise.
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Our specialized solutions are focused on long-term performance and span the world's markets.
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.
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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.
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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.
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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.
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Eaton Vance, Atlanta Capital, Parametric and Calvert are part of Morgan Stanley Investment Management. Morgan Stanley Investment Management is the asset management division of Morgan Stanley.
MSIM, the asset management division of Morgan Stanley (NYSE: MS), and its affiliates have arrangements in place to market each other’s products and services. Each MSIM affiliate is regulated as appropriate in the jurisdiction it operates. MSIM’s affiliates are: Eaton Vance Management (International) Limited, Eaton Vance Advisers International Ltd, Calvert Research and Management, Eaton Vance Management, Parametric Portfolio Associates LLC, and Atlanta Capital Management LLC.
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Morgan Stanley Distribution, Inc. serves as the distributor for Morgan Stanley Funds. Morgan Stanley Distribution, Inc. Member FINRA / SIPC. Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. One Post Office Square, Boston, MA 02109. Member FINRA/SIPC. Exchange-traded funds are distributed by Foreside Fund Services, LLC.
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