U.S. Equities

Our U.S.-based Disciplined Equities team combines the strengths of fundamental and quantitative analysis to build active portfolios spanning the market cap spectrum. In addition to the range of U.S. equity solutions, the Disciplined Equities team also applies this approach to international and global equity portfolios.

Active stock selection

Our research shows that stocks with certain characteristics tend to outperform. We seek to own fundamentally strong, attractively valued companies that have growing investor interest.

Thoughtful risk management

Risk management is an integral complement to stock selection and may support stronger returns over time when implemented thoughtfully. Managing risk properly requires a comprehensive and multi-faceted view of risk.

Adaptive and proactive process

Market conditions play an important role in determining stock returns. A successful investment process adapts to evolving markets, identifying potential challenges as well as alpha-generating opportunities in an effort to generate consistent returns.

Ernesto Ramos, PhD

Chief Investment Officer, U.S. Head of Investment Data and Analytics

Jason Hans, CFA®

Portfolio Manager

Jay Kaufman, CFA®

Portfolio Manager

Casey J. Sambs, CFA®

Portfolio Manager

Kenneth Conrad, CFA®

Portfolio Manager

David Rosenblatt, CFA®

Portfolio Manager

U.S. Equities insights

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