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Institutional Investor Advisor Individual Investor

High Active Share

Delivering Differentiated Portfolios

Actively managed strategies strive to generate distinct return streams that can complement market-based investment options. Active share measures the role of individual stock selection in delivering investment performance. These are focused strategies that emphasize growth and contrarian value and reflect the highest conviction ideas of our portfolio managers.

Perspectives

  • Select Strategy Update 3Q21
    PM Aram Green reviews quarterly performance headwinds and tailwinds and recent positioning changes.
  • The Long View: The Peak in Peaks
    3Q21 Commentary: The future for equities and the economy may not be as gloomy as peak monetary policy suggests.
  • Actively Striking a Growth Balance
    Large Cap Growth 3Q21: We are sizing our mega cap growth positions in relation to valuations and growth rates.
  • Looking Past Cyclical Strength
    International Growth ACWI ex-US 3Q21: The comeback for growth stocks has been erratic, with volatile yields and a recovering global economy giving a bid to cyclicals.
  • Setting the Table for Future Growth
    Multi Cap Growth 3Q21: We continued to add exposure to disruptive growth companies as well as broaden out the portfolio’s industry weightings.

Institutional Separate Accounts

(As of September 30, 2021)
Average Annual Returns
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Exchange Traded Funds

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Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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