Global Alpha Equity

By investing in global companies across the market-cap and style spectrum, we seek to deliver consistently good risk-adjusted returns, not sporadically great results

Overview

ABOUT THIS STRATEGY

We believe investing in companies where the market underestimates free-cash-flow growth and using risk efficiently drives excess returns.

INVESTMENT APPROACH

Consistently Good, Not Sporadically Great
The portfolio invests in companies where we believe free cash flow growth is underestimated by the market. We invest with no persistent style bias; we strive to be consistently good, not sporadically great.

Global, High-Conviction, Country Agnostic Approach
The portfolio manager's investment style is based on high-conviction, disciplined and opportunistic decisions that are unconstrained by market cap or geography.

Maximize Risk/Reward Trade-Offs
This portfolio seeks to maximize risk adjusted return by focusing on stock selection risk and managing and mitigating all other sources of portfolio risk.

Featured Insight

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

Featured Insight

2Q19 | Global Perspectives

Global Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

PORTFOLIO MANAGEMENT

George P. Maris, CFA

Co-Head of Equities – Americas | Portfolio Manager

Industry since 1998. Joined Firm in 2011.

Julian McManus

Portfolio Manager | Research Analyst

Industry since 1994. Joined Firm in 2004.

Garth C. Yettick, CFA

Portfolio Manager

Industry since 1994. Joined Firm in 1997.

Performance

RETURNS (%) (As of 06/30/2020)
Composite Gross Composite Net MSCI All Country World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR Since Inception
(09/01/2012)
Composite Gross 21.48 -10.36 0.26 5.87 5.62 10.25
Composite Net 21.30 -10.65 -0.38 5.20 4.97 9.58
MSCI All Country World Index℠ (Gross) 19.39 -5.99 2.64 6.70 7.03 9.17
RETURNS (%) (As of 08/31/2020)
Composite Gross Composite Net MSCI All Country World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR Since Inception
(09/01/2012)
Composite Gross 16.96 0.99 15.56 8.66 10.00 11.68
Composite Net 16.78 0.56 14.83 7.97 9.32 11.00
MSCI All Country World Index℠ (Gross) 15.44 5.12 17.12 9.56 10.81 10.49

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