Global Equity

Global Equity

Objective

Generate strong risk-adjusted returns in a portfolio of focused global stocks.

Overview

Global Equity invests primarily in stocks of U.S.-listed companies with greater than $100 million in market cap selected on a worldwide basis. The strategy seeks global investment opportunities while emphasizing focus, value, and a path to success or hypothesis for each investment. A concentrated portfolio of 20-30 holdings allows fundamental work on each investment to impact overall portfolio returns while allowing sufficient diversification in the portfolio.

Portfolio Manager

Characteristics

Number of Positions: 20 – 30

Maximum Position Size: 10% at time of purchase

Universe: Primarily global stocks > $100m market cap

Maximum International Exposure: N/A

Market Cap Restrictions: Primarily stocks > $100m market cap

Benchmark: MSCI ACWI Total Return Index

Focused Global Equity

Objective

Generate strong risk-adjusted returns in a very concentrated portfolio of global stocks.

Overview

Focused Global Equity invests primarily in stocks of U.S.-listed companies with greater than $100 million in market cap selected on a worldwide basis. The strategy seeks global investment opportunities while emphasizing focus, value, and a path to success or hypothesis for each investment. A concentrated portfolio of 10-20 holdings allows fundamental work on each investment to impact overall portfolio returns while allowing sufficient diversification in the portfolio.

Portfolio Manager

Characteristics

Number of Positions: 10 – 20

Maximum Position Size: TBD

Universe: Primarily stocks > $100m market cap

Maximum International Exposure: N/A

Market Cap Restrictions: Primarily stocks > $100m market cap

Benchmark: MSCI ACWI Index