Equities
GIM has remained true to our investment philosophy since our founding. Grounded in consistent innovation, we continue to explore new approaches and make informed refinements in our strategies. As institutional asset managers, we put these beliefs into practice through a disciplined combination of fundamental research, proprietary quantitative analysis and a focus on risk. In doing so, we offer our clients a wide range of equity strategies, including large cap, small cap and international portfolios.
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Summary
Literature
We believe combining a disciplined blend of proprietary multifactor models and downside risk screens into a benchmark-agnostic portfolio of large cap growth stocks, can achieve long-term performance.
We believe a benchmark-agnostic portfolio of large cap stocks, constructed with a disciplined blend of proprietary multifactor models and downside risk screens, can achieve long-term performance.
With quantitative discipline and fundamental insight, we construct benchmark-agnostic portfolios of large-cap stocks. Proprietary, sector specific models utilize factors based on fundamentals that drive performance to achieve long-term results.
The strategy’s investment philosophy is to invest primarily in common stocks of well-managed companies with durable business models that can be purchased at attractive valuations. We have developed a list of characteristics that we believe help identify companies that create shareholder value over the long term and manage risk.
Our team seeks to invest in a diversified portfolio of common stocks that reward shareholders with dividend income and possess the ability to raise the payout to shareholders over time. The strategy focuses not just on current yield, but also on potential for growth in a dividend income stream.
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Summary
Literature
We believe investor biases often lead to disconnects between a company’s intrinsic value and its current price. An actively managed portfolio invested in undervalued, higher-quality stocks, with company-specific catalysts, may outperform the market over a full market cycle.
At GIM, we seek to construct a benchmark-agnostic portfolio of small cap stocks with a disciplined blend of proprietary multifactor models and downside risk screens that we believe can help achieve long-term performance.
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Summary
Literature
The strategy’s investment philosophy is focused on constructing a benchmark-agnostic portfolio of non-U.S. stocks with a disciplined blend of proprietary, diversified models for each country and sector. Its competitive edge is derived from key attributes such as its focus on superior upside and downside capture.
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Summary
Literature
Our team constructs benchmark-agnostic portfolios of large cap stocks, using environmentally sensitive screens and constructed with proprietary multifactor models that may achieve superior long-term performance. Our disciplined process employs a quantitative discipline based on fundamental insights.
We believe that a benchmark-agnostic portfolio of socially responsible large cap stocks, constructed with proprietary multifactor models, may achieve superior long-term performance. Our disciplined process creates and consistently maintains a strategy with favorable attributes relative to the benchmark.
The strategy is focused on constructing a portfolio of large cap stocks, using positive and negative screens based on ESG rankings, integrated with proprietary multifactor models. Our disciplined process creates and consistently maintains a strategy with favorable attributes relative to the benchmark index.
At GIM, we believe that a benchmark-agnostic portfolio of large cap stocks with significant female representation in leadership, and constructed with proprietary multifactor models that consider broader gender equity data, may achieve superior long-term performance. Our disciplined process utilizes unique stock ranking models for each sector, downside risk screens and leading industry group indicators.
Managers employ a quantitative discipline based on fundamental insights that seeks to construct a well–diversified large cap portfolio of low carbon stocks. In using environmental screens and constructed with proprietary multifactor models, we believe the strategy may achieve superior long-term performance.