Global Concentrated Equity
Our objective is to grow client capital and deliver superior risk-adjusted performance by investing in undervalued companies around the world. We take a long-term perspective, analyzing and investing in businesses as if we were to buy them outright.
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
30
Cash
0-5%
Max Position Size
5%
Portfolio Turnover2
27.2%
Available Vehicle(s)
Separately Managed Accounts
Also Available
1 As of 03/31/25. Permissible range is 60-100.
2 As of 03/31/25. 10-year average annual portfolio turnover, calculated quarterly.
2 As of 03/31/25. 10-year average annual portfolio turnover, calculated quarterly.
