Equity

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 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’s culture fosters collaboration, creativity, continued development and differentiated thinking.

The Global Opportunity team creates high-conviction, concentrated portfolios of undervalued, high-quality businesses with strategies available on a global, regional and customizable basis.

Calvert has one of the industry's largest and most diverse teams of ESG professionals, spanning research, engagement and investment solutions.