Managers and Styles
When it comes right down to it, Russell does one thing - we are a manager of managers. We research money managers and blend the best of them together. This is equally true whether the service we provide is pure consulting or investment management.
Our funds provide investment programs of all types and sizes with access to the same strategies used by large, sophisticated pension funds. These solutions use managers and diversification structures similar to those we recommend to our consulting clients. The following chart shows the Russell Multi-Manager Sector Funds and their respective styles.
Value: Relative Value |
Perennial Value | |
Growth: Sustainable Growth |
Fortis Investments | |
Style Neutral |
Karara Capital | |
Value: Large Cap |
BEM | |
Growth: Valuation Sensitive |
Orion | |
Value: Quantitative |
MIR | |
Value |
Bernstein | |
Style Neutral: Select Holdings |
Russell Investment Group | |
| Australian Opportunities Fund | Growth: Concentrated |
Quest |
Value: Contrarian |
452 Capital | |
Style Neutral: Active Extension (Quantitative) |
Plato | |
Growth: Small companies |
JM | |
Value: Active Extension (Quantitative) |
MIR | |
Growth: Sustainable Growth (Concentrated) |
Fortis Investments | |
Style Neutral: Opportunistic (Concentrated) |
L1 Capital | |
| International Shares Fund | Value (non-U.S.) |
Bernstein |
Growth: Valuation Senstive |
MFS | |
Value (U.S.) |
ICAP | |
| International Shares Fund $A Hedged | Style Neutral: Quantitative |
ClariVest |
Growth: Large cap |
Turner | |
Total Return |
Marsico | |
Style Neutral: Quantitative |
Arrowstreet | |
Growth |
Axiom | |
Growth: Valuation Sensitive |
MFS | |
Growth: Momentum |
T. Rowe Price | |
| Value: Large cap | Harris Associates | |
Style Neutral |
RIS | |
Relative value |
Goldman Sachs JB Were | |
Total return |
Perennial | |
Value: North America |
||
Global ex-Australia |
Invesco | |
Value: Europe/Asia |
Morgan Stanley | |
Total return: Global |
Perennial | |
Core: Market dynamics |
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Core: Value |
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Core plus: Credit enhancement |
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Global core plus |
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Macro: Value |
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Sector specialist |
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Core: Value |
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| Inflation Linked Bond Fund | Broad Market |
|
Enhanced cash |
||
Cash Management |
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| Alternatives Strategies Fund**** | Multi-strategy |
|
Style Neutral: Quality |
||
Growth: Fundamental |
T. Rowe Price | |
Style Neutral |
Genesis | |
Style Neutral: Quantitative |
Arrowstreet | |
Value |
Alliance Bernstein | |
Growth; Momentum |
UBS | |
| * | The Alternative Strategies Fund makes up 3% of both the Russell Growth Fund and Russell Balanced Fund. The investment managers are current as of April 2008. The investment managers, and their allocations, may change from time to time without notice. |
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