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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.

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Featured Insights

Tales From the Emerging World
The De-Americanization of Globalization

For decades the U.S. was the architect and anchor of a rules-based global system. But as Washington’s economic engagement with the world becomes driven more by national priorities rather than institutional commitments, the rest of the world is quietly building buffers and hedging U.S. dependency. As Jitania Kandhari and Saumya Jain explain, this is not the end of globalization, but the gradual de-Americanization of it.

13-Mar-2026
Takeaways & Key Expectations
Equity Market Commentary - March 2026

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon discusses reasons why equities are not end of cycle, despite the perception that AI could eat entire industries.

11-Mar-2026
Big Picture
Video: Key Themes for 2026

This year will be defined by dispersion across geographies, sectors, technologies, and asset classes. From capped real rates and limits on tariff escalation, to AI moving into the physical world and the rise of monetary multipolarity, the global opportunity set is broadening. Hear Jitania Kandhari’s full perspective in The Big Picture.

03-Mar-2026
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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.
Atlanta Capital Equity Team

Atlanta Capital is comprised of two distinct investment teams of experienced, long-tenured investors. The Core/Growth Team constructs active portfolios of primarily U.S. companies across the core and growth equity spectrum.   Our teams are guided by a fundamental core approach that seeks to invest in companies in strong financial condition with equities priced below our fair value estimate. 
Counterpoint Global

Counterpoint Global’s culture fosters collaboration, creativity, continued development and differentiated thinking.
Emerging Markets Equity Team

The Emerging Markets Equity team combines deep expertise and local presence in global markets with an integrated top-down and bottom-up investment approach to invest in core and growth-oriented portfolios across non-U.S. 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.