Saturday, 27 December 2014
Last updated 2 days ago
May 29 2008 | 12:54pm ET
Orinda, Calif.-based AXA Rosenberg Investment Management has launched a low-volatility global long/short strategy investing in large- and mid-cap equities.
The AXA Rosenberg Global Advantage Long/Short strategy targets regional weightings of 50% to the U.S., 40% to Europe and 10% to Japan. It employs a bottom-up stock selection process, which ranks over 21,000 stocks based on their future earnings prospects relative to their peers. The strategy will select stocks from a subset of AXA Rosenberg’s 21,000 stock universe, representing about 80% of the market cap in the investment regions for the strategy.
“Using our unique combination of fundamental bottom-up stock selection and quantitative processes, we are able to analyze a huge universe of large- and mid-cap stocks, identifying the likely winners and losers, while providing a level of portfolio diversification that few managers can match,” said Bill Ricks, chief investment officer for AXA Americas.
As of the end of March, AXA Rosenberg had over $5 billion in assets under management in long/short products.
Dec 1 2014 | 10:21am ET
As 2014 winds down, Northern Trust Hedge Fund Services executives took some time to share their outlook on trends facing the industry in 2015. Read more…
Jeff Sprecher was simply looking for a platform to trade energies when launching ICE 14 years ago but it has grown to reach the pinnacle of both the listed futures and equities world.