Our Global Equity strategy invests in companies domiciled in developed markets1 around the world, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Index2.


Like all our active equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. As we include elements of growth and value in our investment approach, portfolio profiles typically reflect a compelling simultaneous combination of growth and value characteristics relative to a core index. 


1If emerging markets exposure is desired, we also manage a Global All Country Equity strategy that aims to generate annualized excess performance relative to the MSCI AC World Index2
2In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.