We believe the equity market’s greatest inefficiency is in anticipating how a company will change over its lifecycle. As bottom-up, stock-selecting investors, we seek to generate alpha by focusing on a company’s fundamental underlying evolution, which the market often fails to recognize.
Collaboration is at the heart of what we do. We’re a global team of connected specialists, turning information into insights by harnessing the local knowledge and global industry expertise of our investment professionals to generate nonconsensus views. We concentrate on alpha-rich areas of the market, where our active investment approach allows us to build portfolios with a high degree of conviction. We apply our investment philosophy and time-tested process consistently across all strategies using our lifecycle categorization framework.
We apply a Lifecycle Categorization Research framework to evaluate companies over their lifecycle.
We seek to identify extraordinary companies with sustainable businesses resulting in portfolios with high active share.
Locally-based equity professionals collaborate to share insights across the platform.
We offer an array of global, regional, and country-specific equity strategies that leverage the insights of our on-the-ground teams in developed and emerging markets around the world.
Rather than analyzing companies based on their membership in a particular sector or industry, we segment the investment universe into six types of companies based on their maturity and cyclicality.
We believe this process results in stronger and more consistent analytical insights into a stock’s attractiveness and valuation than would be possible without such a homogeneous and uniform approach.
For illustrative purposes only. We are not soliciting or recommending any action based on this material. Any views are the opinion of the investment manager and are subject to change.
When evaluating companies, PineBridge Equities defines quality across dimensions and indicators that work in tandem with our Lifecycle Categorization Research. Our global research team assigns a unique score to every potential investment, and a minimum threshold score must be reached for E, S, and G for a company to be considered for investment.
Our Equity Risk Assessment framework gives us confidence that our investment thesis will unfold as expected, with fewer negative surprises and with improved social and environmental outcomes.
While our ERA framework highlights the sustainability issues that are most material to the investment case, our deep due diligence and strong relationships with company management teams ensure that we can have a productive dialogue about these issues, and our medium- to long-term holding periods enable us to track company progress against our engagement goals. Additionally, we meet with approximately 2,000 companies a year across our Equities platform, so we can typically communicate best practices for a target company’s peer group.
industry-specific best practice through ~2000 annual company meetings globally
with top management to share our perspectives and escalate issues
management with the goal of improving performance and sustainability
our shareholder rights
Hong Kong