Given the recent profound decline in crude oil prices, the global energy sector and related industrial suppliers are...
Global Growth Equity
Our Global Growth Equity strategy primarily invests in large-cap companies domiciled in global developed markets1, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Growth Index2.
Like all of our active equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. As we typically do not limit the investment universe to just those in standard growth indices, portfolio profiles typically reflect a compelling simultaneous combination of both growth and value characteristics relative to a growth benchmark.
1If emerging markets exposure is desired, we also manage a Global All Country Growth Equity, aiming to generate annualized outperformance relative to the MSCI AC World Growth Index2.
2In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.
Key points discussed during this quarter's Global Equity Market Recap include:
The long-term case for value and growth equity investment strategies are both based on sound fundamental principles. The...