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).
Like all of our active equity strategies, our Global Opportunities Equity strategy we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. Our Global Opportunities Equity strategy provides our portfolio managers broad latitude to focus on our highest conviction investment opportunities across the world, intentionally disregarding standard market indexes when selecting stocks, and determining sector and region weights. Our framework incorporates base volatility premia (the “price of defense”) as well as size, value, momentum, and other key style factors.