Global Equities combines detailed, fundamental stock selection with a rigorous portfolio construction and risk management framework, focusing on liquid equity markets. The investment process is driven by detailed, bottom-up company analysis. Equities seeks to generate alpha by identifying out- and under-performing stocks in each sector group’s universe within a beta-neutral construct.
Surveyor Capital is a global equity, long/short multi-manager strategy. Surveyor Capital portfolio managers use a fundamental, bottom-up research process, primary due diligence and intensive modeling to construct portfolios that focus on alpha generation while remaining beta-neutral. The Surveyor Capital platform provides portfolio managers with trading infrastructure, committed capital, risk and investment frameworks, and assistance with the hiring of investment analysts and building of an effective team.
Investment portfolios across Equities and Surveyor Capital are organized into seven industry sector groups: Communications, Media and Entertainment; Consumer; Energy; Financials; Healthcare; Industrials; and Technology.