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Long-term MSCI ACWI Index outperformance over a full market cycle‡ by investing in an active global equity portfolio driven by a structured thematic process and individual security insights.
An active global equity strategy with a value bias, that marries a globally consistent top-down framework with bottom-up insights.
- Highly experienced team
- Seeks to generate alpha by targeting uncorrelated sources of return across countries, industries and individual securities
- Cost efficient and risk controlled implementation
- Portfolio construction incorporates model uncertainty, seeking to provide downside protection while minimizing benchmark dependency
There can be no guarantee that this objective will be achieved.
‡ A full market cycle is 3-5 years.