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Global

Exploiting persistent biases, anomalies, and inefficiencies around the world through a range of global developed market and all-country equity strategies.

 

All aspects of our team, process, platforms, and the strategies we manage are globally unified and built to maximize the stock selection opportunity set and portfolio construction expertise across developed and emerging markets worldwide, companies large and small. Our conviction is built on bottom-up insights, one company at a time, not by making bold calls on the macro economy, market direction, or sector leadership. Our distinctive, team-based, research-driven culture and differentiated investment approach provides informational, analytical, and behavioral competitive advantages resulting in portfolios that provide outperformance potential, a compelling value proposition.

 

Our global equity strategies are primarily co-managed by chief investment officer Mustafa Sagun, Ph.D., CFA; Chris Ibach, CFA; and Xiaoxi Li, CFA. Specific company research recommendations and essential insights into industry trends are provided by our global research analyst teams. All aspects of our team, process, platforms, and the strategies we manage are globally unified and built to maximize the stock selection opportunity set and portfolio construction expertise across developed and emerging markets worldwide, companies large and small.   

 

Consistent across strategies is our approach to evaluating and selecting stocks from a broad investment universe and constructing portfolios in alignment with specific portfolio objectives and risk management parameters. Like all our active global equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations ensuring consistency with our investment philosophy and objective of exploiting market anomalies.  

 

Investing in companies domiciled in developed markets around the world, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Index.

Investing primarily in large-cap companies domiciled in global developed markets, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Growth Index

Investing in companies domiciled in developed markets around the world, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Value Index

Maximizing opportunistic flexibility with an eye on minimizing the downside. Our borderless Global Opportunities Equity strategy invests in companies domiciled in developed and emerging market countries, aiming to provide superior long-term risk adjusted returns with lower absolute volatility than the broad equity market (e.g. MSCI AC World Index).

Investing in companies around the world that are demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations, while seeking to insulate investors from equity market volatility through the use of a transparent and liquid hedging strategy.