Nicholas-Applegate Capital Management, a diversified San Diego-based institutional asset manager belonging to the Allianz group, has launched three 130/30 strategies in order to capitalise
Nicholas-Applegate Capital Management, a diversified San Diego-based institutional asset manager belonging to the Allianz group, has launched three 130/30 strategies in order to capitalise on demand for alpha extension investments.
Nicholas-Applegate specialises in selecting investments exhibiting positive change, sustainability and timeliness, and has applied this formula to its segregated 130/30 strategies, which consist of two quantitatively driven and one fundamental 130/30 strategy.
The US Systematic Large Cap Growth 130/30 and the US Systematic Small-Mid Cap 130/30 both use the firm’s quantitative platform and proprietary investment models.
The third segregated strategy, the Global Equity 130/30, incorporates a traditional, bottom-up approach to selecting investments from across the globe. This fundamental strategy draws on all the expertise of Nicholas-Applegate’s investment professionals and sell-side research and also incorporates ideas from the firm’s quantitative models.
‘We have a proven track record of selecting investment strategies which exhibit positive change, sustainability and timeliness,’ says chief executive Marna Whittington. ‘We believe 130/30 investing will become an integral part of institutional investors’ portfolios in the years ahead.’
Founded in 1984 and with offices in New York, London and Melbourne, Nicholas-Applegate is a subsidiary of Allianz Global Investors offering diversified investment management services to institutional investors worldwide.
