Global Equities: Removing the Guesswork Amid Brexit Uncertainty
Brexit remains one of the key political and economic uncertainties for investors in Europe. Learn more from Global Equity Portfolio Manager, Steve Weeple.
INVESTMENT STRATEGIES
Global Equity
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Overview
The strategy seeks to invest in secularly growing, high-quality companies that the team believes can provide attractive long-term returns. Using a concentrated, high-conviction and benchmark-agnostic approach, the strategy is managed by the UK-based Global Equities Team who invests with a long-term, absolute-return mindset.
Investment Approach
We define our own investible universe.
Focus on more predictable long-term trends
Identify companies with high-quality characteristics
Aim to avoid Environmental, Social and Governance risks
We apply a strict valuation discipline.
We define risk as permanent loss of capital.
Portfolio Management
Featured Insights
Understanding Market Volatility
In the first of two videos, George Maris, Co-Head of Equities – Americas, discusses fundamental reasons for the return of market volatility.
Inflation Pressures on the Rise
Although trade tensions have made headlines, Portfolio Manager Carmel Wellso argues an uptick in inflation and rising interest rates could have the biggest impact on the global economy in 2019, potentially leading to more volatility in equity markets.
Performance
RETURNS
| Inception: Jun 01, 2010 | 3M | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception |
|---|---|---|---|---|---|---|---|
| Composite Gross | 4.89% | 18.01% | 5.37% | 16.32% | 10.99% | - | 14.23% |
| Composite Net | 4.35% | 16.83% | 3.23% | 13.97% | 8.74% | - | 11.81% |
| MSCI All Country World Index℠ (Gross) | 3.80% | 16.60% | 6.32% | 12.22% | 6.74% | 10.73% | 9.92% |
| Inception: Jun 01, 2010 | 3M | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception |
|---|---|---|---|---|---|---|---|
| Composite Gross | 3.84% | 16.86% | 0.43% | 13.23% | 10.11% | - | 13.84% |
| Composite Net | 3.31% | 15.29% | -1.63% | 10.94% | 7.87% | - | 11.43% |
| MSCI All Country World Index℠ (Gross) | 4.46% | 14.26% | 0.28% | 9.76% | 6.09% | 9.19% | 9.40% |
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes, if any, and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees and returns will be reduced by such advisory fees and other contractual expenses as described in the individual contract and Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but they do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy shown and may be higher or lower than model advisory fees. Returns for each client will be reduced by such fees and expenses as negotiated in any client contract as discussed in Form ADV Part 2A.
The gross performance results presented do not reflect the deduction of investment advisory fees and returns will be reduced by such advisory fees and other contractual expenses as described in the individual contract and Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but they do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy shown and may be higher or lower than model advisory fees. Returns for each client will be reduced by such fees and expenses as negotiated in any client contract as discussed in Form ADV Part 2A.