About The Firm

AXA Rosenberg Group LLC is the specialist active global equity investment management firm within the AXA Investment Managers group. As of December 2009, the firm manages more than $70 billion in assets for approximately 270 clients globally, including some of the world’s largest corporations, pension funds, endowments, and foundations.

The firm was founded in Orinda, California, in 1985 as Rosenberg Institutional Equity Management by Dr. Barr Rosenberg and a small team of colleagues who were confident that investment insights could be gained by combining statistical methods with detailed knowledge of company fundamentals. Quickly expanding globally, the firm opened offices in Tokyo, London and Singapore in the years that followed. The original Rosenberg group joined with AXA Investment Managers in 1999, becoming AXA Rosenberg. The company has continued to expand its presence in major financial markets globally and now has offices in Hong Kong, Toronto, Greenwich, and Sydney.

AXA Rosenberg is a fundamental manager devoted to the rigorous, dispassionate analysis of data. The cornerstone of our investment philosophy is simple: investors can profit by purchasing stocks that have a distinct earnings advantage relative to their peers.

Our approach allows us to generate a current opinion on the fair value and near-term earnings prospects of every stock in our investment universe. Unlike other quantitative managers that model returns or factors, or take an eclectic approach to investing, AXA Rosenberg constructs models based on fundamental economic principles.

The systematic implementation of our investment philosophy enables us to find large numbers of relatively mispriced stocks and to build well-diversified portfolios designed to outperform their benchmarks across markets and over time.