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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

We 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.

PORTFOLIO MANAGEMENT

Julian McManus

Portfolio Manager | Research Analyst

Industry since 1994. Joined Firm in 2004.

Performance

RETURNS (%) (As of 09/30/2023)

Composite Gross Composite Net MSCI ACWI Gross Total Return index

	3M	YTD	1YR	3YR	5YR	10YR	Since Inception (06/01/2010)
Composite Gross	1.64	0.98	5.63	4.29	7.20	12.68	13.21
Composite Net	1.23	-0.23	3.93	2.61	5.48	10.81	11.16
MSCI ACWI Gross Total Return index	0.72	8.89	11.04	9.47	8.41	11.21	10.78

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 10/31/2023)

Composite Gross Composite Net MSCI ACWI Gross Total Return index

	3M	YTD	1YR	3YR	5YR	10YR	Since Inception (06/01/2010)
Composite Gross	-3.21	-1.19	0.15	4.25	8.48	12.07	12.94
Composite Net	-3.61	-2.52	-1.46	2.57	6.74	10.22	10.89
MSCI ACWI Gross Total Return index	-4.06	6.26	5.37	9.48	9.12	10.41	10.51

For a complete list of holdings as of the most recently available disclosure period, contact us.

Calendar Year Returns (%)

Composite Gross Composite Net MSCI ACWI Gross Total Return index

	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Composite Gross	-12.66	22.87	21.52	22.73	-1.69	20.84	24.92	11.51	15.39	36.13
Composite Net	-14.09	20.92	19.58	20.80	-3.26	18.84	22.79	9.67	13.26	33.26
MSCI ACWI Gross Total Return index	-7.62	20.13	13.21	22.38	-3.27	13.83	29.40	3.84	11.21	21.14

Explore insights

2024 Investment outlooks

About us

Our people

Environmental, Social and Governance (ESG)

Diversity, Equity and Inclusion (DEI)

Global Equity

Overview

ABOUT THIS STRATEGY

INVESTMENT APPROACH

PORTFOLIO MANAGEMENT

Julian McManus

Performance

Documents