Global core equities - AQR

BT Investment Management offers Australia investors exclusive access to the international equity expertise of AQR Capital Management, LLC (“AQR”).  Founded in 1998 and based in Connecticut, AQR is an investment management firm employing a disciplined multi-asset, global research process.  AQR’s diverse client base includes some of the largest institutional investors across the US, Europe and Australasia.

The research of AQR's principals is internationally renowned and has resulted in numerous published papers in a variety of professional journals since 1991.  The principals of the firm have been pursuing their research since the late 1980s, and have been implementing this research in one form or another for approximately 13 years.

AQR’s investment philosophy is strongly research driven, and is built around the twin fundamentals of value and momentum. AQR seeks to build portfolios that are populated with cheap stocks that have improving momentum.  AQR believes that a systematic and disciplined process is essential to achieve long-term success in investment and risk management.  

AQR’s investment process separates the three areas of stock, country and currency decisions, managing each strategy independently as they view each as a potential source of additional value.

Australian investors can access AQR’s global equity expertise through BT IM’s core global equity funds and a selection of diversified funds.

BT IM also offers funds that are fully hedged to the Australian dollar for investors who want to protect their global share investments from currency fluctuations.