The Applied Enhanced Index Russell 1000 Strategy seeks to achieve Russell 1000 Index-like returns after fees. By employing quantitative models, the team aims to identify 200-300 stocks that, in ...

The following views and perspectives are formed by the work of the Applied Equity Advisors team in managing assets for investors. After two years of the S&P 500 index generating over +20% returns ...

There is no guarantee that any investment strategy will work under all market conditions, and each investor should evaluate their ability to invest for the long- term, especially during periods of ...

Given the sense that I am no longer an out-of-consensus bull, it is emotionally tempting to remain contrarian and turn bearish. However, the third year of a bull market, while producing only a ...