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Assets Under Management
Equities
Fundamental, quantitative and alternative offerings spanning market capitalizations and regions allow for opportunity for bespoke solutions to meet unique client needs.
Equities by the Numbers1
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Investment Professionals
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Research Analysts
Our Strategies
Our independent teams integrate fundamental and quantitative approaches through a shared research and analytics platform—collaborating across regions to build bespoke equity solutions that align with each client’s goals.
U.S. Large & All Cap
Broad exposure across the U.S. equity spectrum, from mega‑cap leaders to all‑cap opportunities.
Learn More U.S. Small & Mid Cap
Targeted access to small‑ and mid‑cap growth potential, with the ability to move across the cap range.
Learn More Global & Regional
Strategies that span global markets or focus on specific regions, delivering equity exposure beyond the U.S.
Learn More Systematic
Quantitative equity strategies that apply data‑driven research and advanced analytics across global markets.
Thematic
Equity strategies looking to tap into enduring global shifts - from technology and climate to demographic and social change.
Learn More Diversifiers
Strategies designed to reduce volatility and mitigate risk to protect portfolios, providing stability when markets shift.
Learn More Custom Direct Investing
A Separately Managed Account (SMA) platform customizing equity portfolios to client specifications around taxes, personal values, factor tilts and risk guidelines.
Learn more Featured Funds
Equity Outlook 3Q 2026: Broadening Earnings Growth Meets Elevated Volatility
We believe the market will continue to rally—driven by broadening earnings, not multiple expansion—though the grind higher may be bumpier as risk mounts.
