RAE Strategies

RAE systematic active equity strategies that seek to generate superior risk-adjusted returns.

AT A GLANCE

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Favors high-quality companies with attractive valuations

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Recognizes momentum

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Implements a rules-based and transparent index construct

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Diversifies active bets

RAE delivers the benefits of systematic active investing to produce meaningful excess returns.

RAE systematic active equity strategies seek to generate superior risk-adjusted returns. RAE strategies exploit market inefficiencies and incorporate well-researched active insights that cannot be optimally accessed through an index chassis.

Employs disciplined, contrarian investing

Using fundamental measures of company size to sever the link between market capitalization and portfolio weight—and contra-trading against holdings whose market capitalizations have risen relative to their economic size—RAE strategies seek to deliver a return premium versus the market benchmark over the long term.

RAE incorporates additional insights to add value.

By favoring high-quality companies with attractive valuations, being mindful of momentum, and diversifying active risks across the stocks in the portfolio, RAE strategies are well-positioned to maximize risk-adjusted return.

Favors high-quality companies with attractive valuations

A systematic process identifies financially healthy companies and manages the trade-off between quality and value measures.

Recognizes momentum

Price momentum informs the portfolio’s active bets and stock trades.

Diversifies active bets

A balanced approach guards against unnecessary portfolio concentrations.

RAE Strategies

RAE
 

A broad-market, systematic active equity strategy that seeks to deliver market outperformance.

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RAE Low Volitility
 

A low-beta strategy that focuses on reducing downside equity market risk while offering the potential for excess returns over the cap-weighted benchmark.

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RAE Fundamental Advantage

A market-neutral strategy that aims to generate absolute returns across market cycles.

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RAE Global Long Short

A long–short strategy designed to maximize risk-adjusted returns through carefully managed exposures to equity market risk.

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RAE Income
 

A yield-focused strategy that aims to source sustainable dividend income and long-term capital appreciation.

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Research Affiliates, LLC is in no way affiliated with PIMCO and has obtained permission to use its logo on our website.

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