US Long-Short Equity
Table of Contents
Investment Objective
Equity-like returns with reduced volatility relative to the S&P 500 targeting 20%-80% net exposure.
Investment Approach
Actively managed, multi-factor long-short strategy based on fundamental insights that systematically adapts to changing company growth rates and market conditions.
Key Features
- US large-cap focus
- Live track record since 2014
- Disciplined, bottom-up approach seeks high-quality, well-priced companies with good growth prospects
- Long and short exposures expand return potential while seeking to deliver persistent performance
- Highly experienced team determines target net exposure, provides oversight and makes continual model enhancements
Meet the Portfolio Managers
Stacie L. Mintz Stacie L. Mintz
Head of Quantitative Equity
Devang Gambhirwala Devang Gambhirwala
Portfolio Manager
* There can be no guarantee that this objective will be achieved.
