For Institutional Investors in the US

Global Equity

Concentrated and benchmark-agnostic strategy seeks to invest in secularly growing, high-quality companies while also avoiding distractions and short-term pressures

Overview

ABOUT THIS STRATEGY

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 with a long-term, absolute-return mindset.

INVESTMENT APPROACH

Investment ApproachWe Define Our Own Investible Universe.

  • Focus on more predictable long-term secular 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.

Featured Insight

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Read More

PORTFOLIO MANAGEMENT

George P. Maris, CFA

George P. Maris, CFA

Head of Equities – Americas | Portfolio Manager

Industry since 1998. Joined Firm in 2011.

Performance

RETURNS (%) (As of 12/31/2022)
Composite Gross Composite Net MSCI All Country World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(06/01/2010)
Composite Gross 12.72 -22.43 -22.43 5.80 6.95 11.91 12.27
Composite Net 12.27 -23.71 -23.71 4.10 5.24 10.01 10.22
MSCI All Country World Index℠ (Gross) 9.88 -17.96 -17.96 4.49 5.75 8.54 10.08
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 unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, 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 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 and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.
RETURNS (%) (As of 02/28/2023)
Composite Gross Composite Net MSCI All Country World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(06/01/2010)
Composite Gross 1.75 2.21 -9.74 8.74 6.53 11.47 12.30
Composite Net 1.34 1.94 -11.20 7.00 4.82 9.59 10.25
MSCI All Country World Index℠ (Gross) 0.10 4.16 -7.80 9.31 6.35 8.48 10.08
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 unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, 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 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 and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.

Documents

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