Research Affiliates today announced the launch of the Systematic Global Active Equity Fund, a UCITS fund domiciled in Ireland introduced by Russell Investments. The fund leverages a proprietary Research Affiliates systematic investment model that identifies and ranks investment opportunities across global equity markets. Research Affiliates, LLC will serve as the Advisory Model Provider.
Systematic Global Active Equity (SAE) is a systematic, process-driven active equity strategy that aims to prioritize deep-value stocks with strong fundamentals, mitigate risk through quality and momentum adjustments, and maintain liquidity and diversification through optimization constraints.
“The fundamental case for value outperformance in the coming years remains strong, but a more selective approach that seeks to avoid value traps may be warranted. Screening out characteristics that signal value traps is a simple way to achieve this. By purging problem stocks using momentum and quality signals, returns improve across all but the most expensive companies,” stated Que Nguyen, Chief Investment Officer of Equity Strategies.
“This fund represents a new evolution of our partnership with Russell Investments and a powerful extension of our commitment to systematic investing. By combining value, quality, and momentum insights in a rigorous rules-based framework, we aim to deliver strong outcomes for investors while maintaining discipline through all market environments,” added Rob Arnott, Founder and Chairman of Research Affiliates.
“This launch highlights how we can leverage our UCITS platform to provide investors with efficient access to differentiated strategies,” said Jim Leggate, Head of EMEA, Russell Investments. “By combining our implementation expertise with our governance and oversight with Research Affiliates’ systematic equity model, we aim to deliver a solution that meets the needs of a wide range of clients across the region.”
Russell Investments will oversee fund management and distribution, while Research Affiliates provides the advisory model that guides security selection and portfolio construction. This collaboration brings together Russell Investments’ global fund management expertise with Research Affiliates’ renowned leadership in systematic equity investing.
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