Global Value

Strategy & Objective

Strategy Description
The Global Value strategy exploits market mispricings by applying a consistent investment process centered on a balanced assessment of return and risk.  We seek to invest in stocks across the market cap spectrum.  We emphasize companies with sustainable cash flows, strong balance sheets, and valuations that are attractive relative to tangible assets and long-term normal earnings power.  Portfolio construction is based on rigorous, independent research and bottom-up security selection. 
 

What to Expect

  • Diversified exposure to undervalued equities across the globe
  • Price-to-normal earnings lower than the benchmark
  • Active management unconstrained by the benchmark
  • Thoroughly researched ideas vetted by an experienced team of 22 investment analysts

Read more about the global value strategy

STRATEGY INFORMATION

As of 9/30/2019

Asset Class Global Equity
Benchmark MSCI World
Strategy Assets (millions) $319
Number of Stocks 40 – 80
Typical Market Cap Range >$1 billion
Emerging Markets Exposure <20%
Currency Hedging Generally unhedged
Status Open to new investors




Investment Team
We employ a team approach to investing. As such, our clients benefit from the input and contribution of every member of our 22-person investment team. In addition to our Portfolio Managers, our sector teams play an important role in determining the positioning of your investment strategy.

Index definitions