Equity products that reached a 3-year track record in 2019
5 March 2020

When seeking managers with certain expertise, consultants and investors often limit their searches or screens to managers that have reached certain milestones. Outside of asset class, benchmark, AUM, characteristic considerations and others, the length of manager track record is one of the main thresholds used.

A track record of at least three years is typically considered to be the minimum historical performance time frame needed for consultants and investors to assess a manager’s skill. The following equity strategies surpassed this three-year performance mark during 2019, according to the eVestment database.

Equity products that reached a 3-year track record in 2019

 Firm NameProduct Name
1American Century InvestmentsU.S. Concentrated Large Cap Value
2ABS Investment Management LLCABS Emerging Markets Direct Portfolio
3ABS Investment Management LLCABS Emerging Markets Strategic Portfolio
4Amundi Asset ManagementEuroland Small Cap Equity
51607 Capital Partners, LLC1607 Capital Global Equity
6Adelante Capital Management LLCAdelante Core Plus Strategy
7Anchor Capital Advisors LLCAnchor Founders Value
8Admiral Capital Partners, LLCAdmiral Capital Partners Fund LP
9AGFiQ Asset ManagementAGFiQ MultiFactor Active U.S. Equity
10AQR Capital Management LLCSustainable Defensive Equity
11Barrow, Hanley, Mewhinney & Strauss, LLCU.S. ESG Value Equity
12Barings LLCGlobal Cautious Equity
13Black Swift Group, LLCBlack Swift Healthier Focus Fund LP
14Arrowstreet Capital, Limited PartnershipGlobal Equity - ACWI Alpha Extension 130/30/20
15Arrowstreet Capital, Limited PartnershipGlobal Equity - World Alpha Extension 130/30/20
16Arrowstreet Capital, Limited PartnershipInternational Equity - ACWI ex US Alpha Extension 130/30/20
17Calvert Research and ManagementCalvert International Opportunities
18Crossmark Global InvestmentsCrossmark Israel Impact
19Brookfield Public Securities Group LLCGlobal Infrastructure Securities Core Strategy
20Fiera Capital CorporationFiera Capital Canadian Equity Fossil Fuel Free
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