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Rosenberg Equities


Rosenberg Equities team

Systematic approach

Rosenberg Equities is a global asset manager with investment teams located in major financial markets worldwide.  We combine deep fundamental analysis of companies around the globe with disciplined, systematic implementation to deliver investment solutions with varying risk and return profiles, across market caps and countries for institutional investors and a range of funds.

A pioneer in quantitative equity investing, we aim to deliver superior investment results for our clients by combining our understanding of how company fundamentals drive equity returns and risks with expertise in systematic analysis and implementation. 


Rosenberg Equities teams across the globe

Rosenberg equities across the globe

Our latest news

07/10/2014 - Gideon Smith, Chief Investment Officer for Europe at AXA Rosenberg, comments on market opportunities for small cap stock pickers

"I believe we are entering a period of opportunity for stock pickers to potentially deliver above average returns from small cap shares" says, Gideon Smith, Chief Investment Officer for Europe at...

27/10/2014 - Despite "risk off" mode - blended approach appears key to unlocking long term benefits

Jonathan White, Deputy Head of Client Portfolio Management at AXA Rosenberg, the systematic equity arm of AXA IM, comments:

29/06/2015 - AXA IM expands offering with GEM small cap strategy

AXA Investment Managers (AXA IM) today announces the launch of its global emerging markets (GEM) small cap strategy.


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More information

More information

Jeremy Baskin, Global CEO & Global CIO of Rosenberg Equities

"The value we bring to clients rests on two distinct advantages: our ability to identify mis-pricing opportunities through our detailed and systematic fundamental analysis of approximately 20,000 companies globally; and the disciplined and consistent way in which we exploit these opportunities and build portfolios that meet the objectives of our clients."



Rosenberg Equities key figures


Source: AXA Investment Managers as at 30/06/2015.
* Rosenberg Equities has fundamental data for, and is actively valuing, approximately 20,000 companies. This figure varies depending on the overall number of companies that are in existence and listed at any point in time.

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