April 16, 2014 7:14 AM ET

Capital Markets

Company Overview of QS Investors LLC

Company Overview

QS Investors LLC is an employee owned investment manager. The firm provides its services to institutional investors and non-US mutual funds. It manages separate client-focused equity and balanced portfolios. The firm also manages equity and fixed income mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm invests in core, growth, and value stocks of large cap and all cap companies. It also invests in currency, commodity, and derivative instruments. The firm employs a combination of quantitative and qualitative analysis to create its portfolios. It benchmarks the performance of its equity portfolios against the MSCI World Total Retu...

880 Third Avenue

7th Floor

New York, NY 10022

United States

Founded in 1999

Phone:

212-886-9200

Fax:

212-886-9201

Key Executives for QS Investors LLC

Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Head of Portfolio Management and Trading
Compensation as of Fiscal Year 2013.

QS Investors LLC Key Developments

Legg Mason Inc., QS Investors LLC - M&A Call

To discuss the acquisition of QS Investors by Legg Mason Inc.

QS Investors LLC Announces Management Appointments

Legg Mason Inc. announced a definitive agreement to acquire QS Investors with $4.1 billion in assets under management and nearly $100 billion in assets under advisory. Legg Mason's existing quantitative equity platform, Batterymarch Financial Management, and Legg Mason Global Asset Allocation, its existing solutions platform, will be integrated over time into QS Investors as a result of this transaction. The combined platform will be a world-class retail and institutional solutions and global quantitative equity provider with compelling investment strategies and strong consultant relationships. The expanded platform will be branded under the QS Investors name, and headed by Janet Campagna as Chief Executive Officer and Rosemary Macedo as Chief Investment Officer. Key investment professionals from Batterymarch and LMGAA will join the existing QS team as senior members.

QS Investors LLC Announces Launch of QS Investors Liquid Alpha Fund

QS Investors LLC announced the launch of the QS Investors Liquid Alpha Fund, a UCITS regulated fund domiciled in Ireland. QS Investors Liquid Alpha Fund, a daily liquid alternative investment, became available to qualified non-U.S. investors on 14 September 2012, and will bring its expertise to individual and institutional investors located outside the United States. The strategy is designed to offer similar volatility and return characteristics as a bond fund while providing low correlation to traditional asset classes such as bonds and equities. It also seeks to mitigate risks associated with fixed-income such as duration and credit risk. More specifically the objective of the Fund is to generate capital appreciation above the Citigroup 3-Month U.S. Treasury bill Index while actively managing to a risk target. The fund will invest both long and short across sovereign bond and country equity futures, and developed and emerging currency forwards.

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