Annualised Alpha Target:
Investment Process Characteristics:
Focus on identifying opportunities in value stocks using a systematic or bottom-up fundamental research process. Or a combination of both.
A structural tilt to value.
You are not limited to holding index constituents of the MSCI Europe Value index.
We do not have a target number of holdings, tracking error limit, or excess return target for this allocation.
Active asset managers only. Passive products will not be considered.
3 year minimum as of 31 Dec 2021 based on a live track record, from the same team, at the same firm, using a consistent process.
We will not consider track records of less than 3 years, carve outs, model portfolios, or back tests.