US Systematic Small-Mid Cap 130/30

Product Description

Nicholas-Applegate's US Systematic Small-Mid Cap 130/30 strategy seeks to capitalize on change by quantitatively identifying both long and short investment opportunities in the small- to mid-cap investment universe, with an expected tracking error of 5-7%. The strategy quantifies Nicholas-Applegate's philosophy of positive change, sustainability and timeliness in a disciplined, objective fashion.

Team Leadership
  • Mark P. Roemer, Senior Vice President
  • Christoph Hinkelmann, Ph.D., Vice President
  • Carma Wallace, CFA, Vice President

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Net Annualized Returns
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