Morningstar

AQR Multi-Asset I AQRIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See AQR Investment Hub

Morningstar’s Analysis AQRIX

Will AQRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AQRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AQRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AQRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Co-Head of Macro Strategies and Long-Term Portfolio Manager Departs AQR; Ratings Unchanged

null Thomas De Fauw

Thomas De Fauw

Analyst Note

Long-standing AQR principal, co-head of macro strategies, and portfolio manager on a number of strategies, Yao Hua Ooi is departing the firm for a new opportunity. As of June 3, 2024, managing and founding principal Clifford Asness and principal Bryan Kelly have joined AQR Multi-Asset’s management roster. John Huss now co-heads the macro strategies group with continuing co-lead Jordan Brooks. Huss will also head the firm’s integrated research efforts across AQR’s equity, macro, multi-asset, and managed-futures offerings. Named portfolio managers on this strategy are Clifford Asness, John Liew, Bryan Kelly, Andrea Frazzini, Huss, and Brooks.

by Thomas De Fauw
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