Strategies

Batterymarch's investment strategies are based on a set of core investment principles. We believe that a stock's long-term return potential is driven by its underlying fundamentals. In our view, the most efficient and consistent way to identify attractive stocks and build optimal portfolios is to use dynamic quantitative models that mirror the disciplines of experienced fundamental investors.

Developed Markets Equity

Over 40 years of equity management experience have given Batterymarch a deep understanding of the US and other developed markets, including unique requirements of cross-border investing. We customize our quantitative process by region, market and sector to identify the most promising stocks around the world. The result is well-diversified portfolios representing the best equity opportunities regardless of location. Selected product offerings include:

		Global Equity		US Large Cap Equity
		International Equity		US MidCap Equity
		International Small Cap Equity		US Small Cap Equity
		Regional Equity (Europe, UK, Canada, North America)		US Small Cap Growth Equity
		ESG Equity

Emerging Markets Equity

Beginning in 1987, Batterymarch was one of the first US-based institutional equity managers to invest in emerging markets. Our powerful combination of efficient quantitative techniques and traditional fundamental analysis brings structure and discipline to the emerging markets investment portfolios. We analyze an investable universe of approximately 1,750 emerging markets stocks on a daily basis with speed and efficiency, while customizing the investment process for each country's specific characteristics. Selected product offerings include:

		Global Emerging Markets Equity		Asia ex-Japan Equity
		Global Emerging Markets Smaller Companies Equity