Active Equity

PanAgora offers two distinct Active Equity strategies designed to exploit the best of both quantitative and traditional fundamental approaches, while seeking to minimize any weaknesses of either stand-alone approach. These strategies were built on years of experience and continuous innovative research, including non-ESG and ESG alpha factors that have been integrated when found to add value.

Investment Strategies

Long-Only Equity

  • U.S.
  • Global
  • International
  • China A
  • Emerging Markets

Long-Short Equity

  • Healthcare
  • Merger Arbitrage

Dynamic Equity

A suite of quantitative, core, bottom-up, multi-factor Active Equity strategies that leverage a proprietary modeling approach called “Contextual” Alpha Modeling. The strategy is offered across Developed, Emerging Markets and China A, in both large and small cap segments, with capabilities in long-only, 130/30 and market-neutral style implementations.

Differentiators:

  • Long-term track record utilizing Contextual Alpha Model
  • Innovative investment insights leveraging cutting-edge technologies
  • Impactful research outcomes driven by integrated team structure
  • Integration of proprietary ESG Alpha Factors

Stock Selector Equity

An investment approach driven by fundamental insights and implemented through a rigorous quantitative process that differentiates itself by how it leverages unique sets of data to build portfolios.

Differentiators:

  • Unique Data
  • Depth of Data
  • Thoughtful Combination of Fundamental Insight and Quantitative Techniques

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