AQR Defensive Equity: A Lower Risk Equity Solution

Defensive Equity is an investment strategy that seeks to provide returns that are similar to equity markets but with less risk. It commonly targets stocks of companies that have demonstrated strong fiscal health and exhibited less volatility than their equity market counterparts. This strategy aims to experience positive returns when the stock market is up and smaller losses than the market during downturns. Investors with a long time horizon and low tolerance for capital losses may benefit from exposure to Defensive Equity strategies.

AQR offers exposure to Defensive Equity through Large Cap and International Defensive Style Funds. These use a systematic, disciplined investment process that incorporates fundamental and statistical measures of risk.

AQR Defensive Equity strategies seek to offer potential upside returns while managing against downside risk.

Benefits to Investors Include:

Seeks Market-Like Returns with Lower Risk
Low-risk stocks have performed similarly to riskier stocks over the long term, suggesting that investors have not had to sacrifice significant returns when reducing risk in their portfolio.
Seeks to Outperform during Down Markets
In this market condition, Defensive Equity is likely to experience negative returns, but tends to fare better than the broader market.
Exposure to High Quality Companies
The Funds commonly target high-quality stocks of companies that exhibit characteristics such as stable earnings, high profitability and low operating and financial leverage.

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© AQR Funds are distributed by ALPS Distributors, Inc. AQR Capital Management, LLC is the Investment Manager of the Funds and a federally registered investment adviser. ALPS Distributors is not affiliated with AQR Capital Management. 

Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, please call 1-866-290-2688 or click here to view or download a prospectus online. Read the prospectus carefully before you invest. 

The information provided herein (including any separate documents that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of AQR Capital Management, LLC (“AQR Capital”) nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to AQR about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances.

Diversification does not eliminate the risk of experiencing investment loss. There are risks involved with investing including the possible loss of principal.

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There are risks involved with investing including the possible loss of principal.
Past performance does not guarantee future results.
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