Global Equity
Global Equity
Objective
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 each investment to impact overall results 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
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 10-20 holdings allows each investment to impact overall results 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