David Turk

Advanced Investment Partners (AIP) specializes in active quantitative US equity investment strategies. The firm's investment process employs a comprehensive valuation process that identifies and adapts to changing opportunities in the marketplace. This process is based on a multi-segment valuation composite that includes broad universe valuation, style specific valuation and sector specific valuation. AIP's broad universe valuation process determines valuation relative to all other stocks in the universe and results in universe-wide thematic insights. Their style specific valuation process determines valuation relative to other similarly-styled stocks and results in size/style-neutral insights. The firm's sector specific valuation process determines valuation relative to other stocks in the sector and results in sector-neutral insights. AIP's strategies include: Large-Cap, MaxCap, MaxCap Value, Sustainable/Responsible Large-Cap, SMid-Cap, Tax Managed Large-Cap and Tax Managed All-Cap. The firm's Large-Cap strategy is a US large-cap core equity strategy with no intended style biases. It is benchmarked against the S&P 500 or the Russell 1000 Index. AIP's MaxCap strategy is a US very large-cap core equity strategy with no intended style biases. It is benchmarked against the S&P 500 or the Russell Top 200 Index. Their MaxCap Value strategy invests in the stocks of very large-cap US companies with a value bias. It is benchmarked Russell Top 200 Value Index or the Russell 1000 Value Index. The firm's Sustainable/Responsible strategy is a US large-cap core equity strategy that focuses on the stocks of companies that operate in a socially responsible manner. It is benchmarked against the S&P 500 or the FTSE KLD 400 Social Index. AIP's All-Cap strategy is a US core equity strategy with no intended style biases. It is benchmarked against the Russell 3000 Index or the Wilshire 5000 Index. The firm's SM-d-Cap strategy is a US small- and mid-cap core equity strategy with no intended style biases. It is benchmarked against the Russell 2500 Index or the Russell 2000 Index.