AEW CAPITAL MANAGEMENT L P

AEW CAPITAL MANAGEMENT L P

AEW CAPITAL MANAGEMENT L P
Last update 2020-02-04 39 Stocks (3 new)
Value $3.62 Bil Turnover 11 %
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AEW CAPITAL MANAGEMENT L P Profile

AEW Capital Management is a private real estate investment management firm based out of Boston, Massachusetts. The company was established in 1981 and has expanded to have locations in Los Angeles, London, Paris, Hong Kong, and Singapore. AEW Capital Management operates as a subsidiary of its parent company Natixis Global Asset Management. The company has grown from its inception to now have 230 employees of which 147 are investment professionals. AEW Capital Management utilizes a value oriented methodology, focusing on the cash flows and risk profiles of selected companies. The firm utilizes a variety of focus, long/short, and diversified strategies to invest in the public equity, specifically publicly traded real estate securities, on a global scale. AEW Capital Management invests most heavily in the real estate sector, which alone makes up over three quarters of its total asset allocations, and also invests in the finance and consumer discretionary sectors, among others to a lesser degree, in order of decreasing allocation. The company invests most heavily in Simon Property Group, Inc., which alone makes up over 10% of its allocations with its top 10 holdings making up over half of its total holdings. AEW Capital Management currently holds over $28 billion in total assets under management spread across 76 accounts of which 64 are discretionary accounts, making up over $23 billion in total assets, and 12 are nondiscretionary accounts, making up the remaining $5 billion in assets. Although the company’s total number of accounts has decreased in recent years, its total assets under management has grown significantly from $10.5 billion back in 2010 to well over twice that amount today. The company caters to a variety of clients including high net worth individuals, state or municipal entities, corporations, charities, pooled investment vehicles, investment companies, pension and profit sharing plans, banking institutions, and insurance companies, among others, in order of decreasing allocation.

AEW CAPITAL MANAGEMENT L P Investing Philosophy

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