Global
Alpha II The Global Alpha II strategy targets alpha generation, capitalizing on the relative valuation opportunities within and across the stock, bond and currency markets of developed countries. We combine four independent alpha sources, shifting the portfolio toward the most attractive opportunities indicated by our models, whether they appear in the U.S., Europe, or Asia Pacific or in equities, bonds or currencies. This strategy can be easily customized to fit client requirements.
Active
Currency The Active Currency strategy uses a relative value investment process that seeks alpha by exploiting inefficient pricing between the major developed currency markets. Our currency strategy seeks to meet the needs of clients that may prefer distinct exposure to currency, separate from global stock and bond allocations. The strategy is flexible; it can be tailored to meet client-specific return levels or benchmarks and can be executed on an overlay or fully funded basis.
LongShort Alpha/Market Neutral The LongShort Alpha and Market Neutral equity strategies invest in developed international and U.S. large and mid capitalization equities and seek to maintain a beta of 0. Long and short positions are based on proprietary composite rankings of fundamental factors to identify attractive and unattractive stocks. The strategies are also offered at higher volatility levels for sophisticated investors. As with our other alpha strategies, it can be paired with beta in an equitized portfolio.
