Active Management
Disciplined Research; Commitment to Quality
You want your equity investments to deliver excess returns, but you're sensitive to volatility. Our research shows that quality companies outperform the market over time, typically with less volatility. That's why Northern Trust has incorporated quality in its investment processes for more than 40 years.
Whatever your desired exposure, our active equity strategies focus on maximizing returns, leveraging our disciplined research.
Our Core Quality Philosophy Drives Success
Northern Trust's core quality philosophy is based on thorough analysis, seeking strong competitive market position, earnings sustainability and strong, prudent management. Our focus on quality lies at the heart of our equity approach and sets us apart from other asset managers. This foundation helps us create and manage active equity portfolios that seek superior performance – typically with less volatility and increased protection in down markets.
Research-Based Solutions
Whether you are seeking a specific geographic or style exposure for your active equity portfolio, Northern Trust provides a range of fundamental research-driven strategies to meet your needs.
- International – Best-in-class, geographic concentrations include global and world ex-U.S. mandates.
- U.S. Large Cap Core strategy – Designed to generate returns in excess of the S&P 500 over the full market cycle by investing in high-quality, large-cap companies.
- U.S. Large Cap Growth strategy – Combining a top-down view of macroeconomic trends and individual stock selection.
- U.S. Large Cap Value strategy – Seeks to identify quality companies selling at a discount to our researched intrinsic value.
- Specialty mandates:
- Income equity: exposures with enhanced income potential and reduced volatility.
- Innovation/technology: innovation with a quality bias.
A Range of Vehicles to Meet Your Needs
Choosing the right vehicle is important to your investments overall success. We offer a full range of structures and we work with you to determine which one best suits your needs – considering tax status, domicile, liquidity, compliance and flexibility.
Want to Learn More?
Find out how the knowledge, insights and resources of Northern Trust’s experienced investment professionals can help you build portfolios aligned with your investment objectives.
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Bob Browne, CFA |
Bob Browne, CFA
Bob Browne is executive vice president and chief investment officer for Northern Trust. He is a member of Northern Trust's Management Group. He is also a co-portfolio manager of the Northern Global Tactical Asset Allocation Fund.
Bob chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob joined Northern Trust in January 2009 and has 30 years of investment experience.
From 2004 to 2009, Bob worked for ING Investment Management and was the firm’s chief investment officer for fixed income and proprietary investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, Bob was founder and managing partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was co-head of Americas fixed income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Bob spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.
Bob holds a bachelor’s degree with a major in economics from the College of the Holy Cross. He also has a master’s in international business studies from the University of South Carolina. Bob is a CFA® charterholder.