ClariVest Asset Management

ClariVest Asset Management is a San Diego-based institutional asset manager founded in 2006. The firm operates as a wholly-owned subsidiary of Eagle Asset Management, which is part of Raymond James' multi-boutique asset management firm, Carillon Tower Advisers. This structure was finalized in April 2019 after Raymond James increased its initial 45% stake from 2012 to full ownership.

The core of ClariVest's investment philosophy is built on the belief that investors react inefficiently to shifts in a company's fundamental growth cycle, creating exploitable opportunities. The firm specializes in identifying what it terms 'Underappreciated Growth,' where companies showing recent positive changes are undervalued by a market anchored to past performance. To execute this, ClariVest employs a systematic, quantitative approach, using proprietary screening tools to scan global markets for these behavioral-based opportunities, followed by focused fundamental analysis to verify them. This process combines quantitative stock selection with sophisticated risk control techniques.

ClariVest manages domestic, international, and global equity portfolios for a primarily institutional clientele, which includes corporate and public pension plans, foundations, and endowments. Their product offerings cover a wide spectrum of equity strategies, such as U.S. large and small-cap, international, and emerging markets equities. The firm emphasizes a team-based approach, with its investment professionals applying the same process and philosophy consistently across all strategies.

Keywords: quantitative investing, asset management, institutional equity, global equities, emerging markets, investment philosophy, behavioral finance, risk management, underappreciated growth, small-cap stocks, large-cap stocks, portfolio management, stock selection, financial modeling, Raymond James, Eagle Asset Management, institutional investors, pension plans, fundamental analysis, market inefficiency