The department is made up of three core strategies: Active Fundamental Equities, Relationship Investments, and Thematic Investing. These strategies are deployed across six investment teams spanning the Americas, Europe, and Asia. The department also provides firm-wide thought leadership on environmental, social and governance (ESG) factors, including climate change through the Sustainable Investing group.
AE is organized into the following eight groups: Active Fundamental Equities, Relationship Investments, Fundamental Equities Asia, Thematic Investing, Direct Equity Investments Latin America, Sustainable Investing, Data Driven Investing as well as Research and Portfolio Strategy.
Active Fundamental Equities
Active Fundamental Equities (AFE) invests in large cap public, or soon-to-be public (pre-IPO), equities in the developed markets of North America and Europe.
Fundamental Equities Asia
Fundamental Equities Asia (FEA) invests in the developed and emerging public equity markets across Asia. The team employs both the AFE and RI strategies.
Relationship Investments
Relationship Investments (RI) makes significant, direct minority ownership investments in public or soon-to-be public (pre-IPO) companies in developed markets of North America and Europe.
Portfolio Strategy and Operations
The Portfolio Strategy & Operations (PS&O) group manages risk, portfolio construction, research, portfolio design and business management capabilities for the Department.
Sustainable Investing
The Sustainable Investing (SI) group contributes both directly and indirectly to the Fund’s performance and legislative objective by ensuring that environmental, social and governance (ESG) factors are integrated into our investment decision-making process.
Thematic Investing
Thematic Investing (TI) primarily invests in public equities, funds and growth-stage private companies globally.
Direct Equity Investments Latin America
Direct Equity Investments Latin America (DEILA) invests in public and private equities across Latin America.
Data Driven Investing
Data Driven Investing (DDI) invests in mid and large cap public equities in the developed markets of North America and Europe.