Alexandra Uglijesa

Essex specializes in domestic (US) growth equity strategies. The firm employs fundamental research combined with active portfolio management for the selection of equity investments. They combine bottom-up stock selection with top-down secular trend analysis for portfolio management process.

AGAM utilizes growth, core and specialty strategies. Their growth strategy is committed to long-term growth. They identify fundamentally strong and dynamic growth companies trading at a discount to their growth rates. The firm finds profitable investment opportunities and long-term returns by combining comprehensive, fundamental research, growth themes, risk controls and fundamental stock-picking. Portfolio construction consists of careful qualitative and quantitative analysis overseen by each strategy's lead portfolio manager. AGAM's core strategy asserts that small- and mid-cap markets are inefficient. They exploit this inefficiency with intense fundamental research and bottom-up stock-picking. The firm employs a relative value approach aimed to identify companies at the low end of their valuation range when compared to similar companies and the market overall. AGAM's objective is to achieve excess return of 3-5% over market cycles with less risk than the benchmark. They seek to deliver competitive returns in strong markets due to the undervalued earnings power of portfolio companies and superior performance in weak markets due to their quality and valuation discipline. AGAM has developed specialty strategies to extend our research edge beyond growth and core portfolios. Through these specialty strategies, they achieve specific and well-focused client goals. As with the growth and core strategies, the firm deploys intensive fundamental research, a disciplined investment process and a rigorous risk management oversight.

Functions as a College/University