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Active Equities

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Active Equities

Active Equities invests in both public and soon-to-be public companies, leveraging long-term fundamental research to generate unique company specific insights.

Active Equities mandate is to deliver alpha in the global public equity markets. We leverage our structural competitive advantages and our developed sources of edge to exploit alpha opportunities through proprietary company specific fundamental research. Our fundamental insights yield a collection of high-conviction, single-company investments that are assembled into a highly concentrated long/short, market-neutral portfolio via an optimization process that aims to remove unintended factor exposures.

AE is organized into the following six groups: North America, Europe, Asia, Latin America, Investment Science, Strategy and Operations and Portfolio Management & Investment Research.

North America

Active Equities North America delivers alpha through active security selection of public, and soon to be public, equity investments in North America.

Europe

Active Equities Europe delivers alpha through active security selection of public, and soon to be public, equity investments in Europe.

Asia

Active Equities Asia delivers alpha through active security selection of public, and soon to be public, equity investments in Asia.

Latin America

Active Equities Latin America delivers alpha through active security selection of both private and public equity investments in Latin America.

Investment Science

The Investment Science team supports the entire enterprise’s approach and implementation of our technology and data capabilities.

Portfolio Management & Investment Research

The Portfolio Management & Investment Research team supports the Department in delivering its investment mandate.

Strategy and Operations

The Strategy and Operations team supports the Department in delivering its investment mandate.

Our Active Equity Holdings

We are invested globally in public and soon to be public companies, as well as securities focused on long-horizon structural changes.
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