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Active Equities

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Active Equities

Active Equities primarily invests in common equity of publicly traded companies across sectors, geographies, and size.

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.

AE is organized into the following seven groups: Active Fundamental Equities, Relationship Investments, Thematic Investing, Fundamental Equities Asia, Direct Equity Investments Latin America, Data Driven Investing as well as Portfolio Strategy and Operations.

AE is organized into the following eight groups: Active Fundamental Equities, Relationship Investments, Thematic Investing, Fundamental Equities Asia, Direct Equity Investments Latin America, 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.

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.

Thematic Investing

Thematic Investing (TI) primarily invests in public equities, funds and growth-stage private companies globally.

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.

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.

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.

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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