Insights Active Equity Management Amid Turbulence

Apr 27, 2020
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  • In the midst of the COVID-19 crisis, internal equity mandates remain focused on investing over a long-term horizon while making adjustments for the new reality.
  • Portfolio managers continue to seek companies with strong management teams, balance sheets, and cash flow generation potential.
  • Across the platform, the team actively collaborates and leverages their collective experience, having learned many lessons from past crises.
  • Portfolios reflect the view that certain trends have been accelerated by the pandemic, and structural shifts may occur in some sectors.

 

About the Authors

Peter Langas
Chief Portfolio Strategist
In this role, Peter is responsible for developing policies on asset allocation, customized portfolio strategies, and implementation.

Alex Christie
Portfolio Manager
In this role, Alex leverages the firm’s best thinking and works collaboratively with a team of highly experienced analysts and researchers to manage our Large-Cap Core portfolio.

John Hall
Portfolio Manager
In this role, John leverages the firm’s best thinking and works collaboratively with a team of highly experienced analysts and researchers to manage our U.S. Select portfolio.

Michael Morrisroe
Portfolio Manager
In this role, Michael leverages the firm’s best thinking and works collaboratively with a team of highly experienced analysts and researchers to manage our Small/Mid Cap portfolio.

Jeff Rutledge
Portfolio Manager
In this role, Jeff leverages the firm’s best thinking and works collaboratively with a team of highly experienced analysts and researchers to manage our Large Cap Global Equities Strategy.