Global Concentrated Equity
Mandate
Concentrated portfolio of undervalued global equities, including up to 20% EM
Description
High conviction, fundamental, bottom-up, all cap, active management, with significant differentiation from the benchmark
Benchmark(s)
MSCI World Index; MSCI ACWI Index
Inception Date
May 2000
# of Holdings1
28
Cash
0-5%
Max Position Size
5%
Portfolio Turnover2
26.9%
Available Vehicle(s)
Separately Managed Accounts
Also Available
2 As of 06/30/25. 10-year average annual portfolio turnover, calculated quarterly.