Outlooks & Market Updates
Equities
Active, high-conviction equity investments designed by teams of specialists.
Equity AUM1
$42.5B
Investment Professionals2
55
Equities
A research framework, built to identify stock-specific alpha
Our equity teams apply a proprietary research framework, to evaluate companies based on valuation, growth and cyclicality. The framework is built to anticipate inflection points and construct portfolios with high conviction and disciplined risk control.
Equity Capabilities
We invest across U.S., global, emerging and Asian markets, with a research framework that evaluates companies based on valuation, growth and cyclicality.
Covers global equity strategies that leverage insights from our on-the-ground teams across developed
and emerging markets worldwide.
Actively invests in undervalued small and mid-sized companies with the goal to grow capital over time while managing risk, and aiming to deliver better‑than‑market returns across market cycles.
Strives to deliver flexible, low-cost exposure combining disciplined risk oversight, proprietary portfolio construction and tailored or broad solutions to help clients meet diverse investment objectives.
Represents a comprehensive platform of regional equity strategies, seeking investment opportunities that can generate long-term alpha.
A suite of systematically applied, actively managed strategies, employing a dynamic model that seeks to deliver excess returns over the benchmark within a diversified and risk-controlled portfolio.
Our Leadership Team
Leo Harmon, CFA, CAIA
Head of Equity Portfolio Management
Sheedsa Ali, CFA
Portfolio Manager, Head of Quantitative Equity
Rob Hinchliffe, CFA
Portfolio Manager-Global Equity, Research
Kenneth Ruskin, CFA
Director of Research and Head of Sustainable Investing – Global Equities
Huzaifa Husain
Head of India Equities
Midori Katsumi
Portfolio Manager, Head of Japan Small Cap Equities
Yukihiro Iwasaki
Portfolio Manager, Japan Equities
Taras Shumelda
Portfolio Manager, Equities Fundamental
Simon Tsoi, CFA, FRM
Portfolio Manager, Asia ex Japan Equities
Katerina Irwan
Portfolio Manager
Keith Duffy
Trader, Global Equities