Overview
The PineBridge equities team offers clients an extensive range of active equity investment strategies that span geographies, market capitalization, industry sectors and investment styles. The team manages over US $15 billion in equity assets.
Our equity philosophy is built on two key tenets. First is that over time, neither growth nor value will dominate the returns of the other. Second, companies are different based on where they reside in their respective life cycles and therefore need to be evaluated accordingly. The teams categorize and analyze companies based on their relevant stage of development, such as Exceptional Growth, High Stable Growth, High Cyclical Growth and Mature Companies.
Our investment teams are located on the ground within the markets they invest in, with a focus on emerging markets. They are experts in their local markets, ingrained in the economies and companies they analyze. They use proprietary software to disseminate regional and sector knowledge to one another and offer many of these insights to our clients through conference calls, position papers and webcasts.
Monthly Listed Equity Allocation (LEA) meetings establish equity views for the firm's comprehensive array of equity allocation products. The LEA team meets monthly with key equity professionals to review developments in the four equity regions – North America, Europe, Japan, and Emerging Markets – based on the criteria below. A commentary based on these meetings is published monthly, consistent with PineBridge's goal of communicating our investment viewpoints to our clients.
Valuations
Determine if the stocks in the region are over-, under-, or properly valued. |
Revisions
Evaluate current guidance by the companies and its impact. |
Fundamental Progress
Review of what the fundamentals are likely to look like going forward. |
To read some of these insights, visit our Commentary and White Papers sections.
All investments involve risks, including the loss of principal invested. Click here for our Global Disclosure Statement.