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U.S. Equity Strategies

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Precision bottom-up stock selection

As of 12/31/08, we manage approximately $90 billion in U.S. equity strategies through a diverse range of investment styles across the risk/return spectrum including fundamental, behavioral and quantitative. To ensure that the best ideas are leveraged across our entire offering, we support multiple processes and strategies to meet the full complement of our clients' investment needs.

Featured strategy:  Large Cap 130/30 Our 130/30 strategies meld a traditional long-only equity portfolio with an overlay of a short position in unattractive stocks, offset with an overweight of equal size in attractive stocks. The overlay is set at a fixed portion of portfolio value — usually in the 20% to 40% range — so that, for example, a “130/30” portfolio would be one that is long 130% (100% + 30%) and short 30%.

Tom Luddy, Portfolio Manager

Large Cap 130/30 combines the skills of dedicated, experienced portfolio managers, Tom Luddy and Susan Bao, with the proven insights of our team of global equity analysts - one of the largest and most respected buyside research efforts.