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.

PORTFOLIO MANAGEMENT

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
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

Documents