Given the recent profound decline in crude oil prices, the global energy sector and related industrial suppliers are...
Global Value & Income Equity
Our Global Value and Income Equity invests in companies domiciled in developed markets1 around the world and aims to generate annualized outperformance over full market cycles relative to the MSCI World Value Index2.
Like all of our active equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations and sustainable dividend yields. When combined, portfolio profiles typically reflect a compelling simultaneous combination of value and growth characteristics relative to a value benchmark.
1If emerging markets exposure is desired, we also manage a Global All Country Value and Income Equity strategy that aims to generate annualized outperformance relative to the MSCI AC World Value 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...