Perkins Global Value

Defensive Global Value Equities

Overview

CLIENT COMMITMENT

As defensive value specialists, we look to invest in high-quality companies with strong management teams, stable balance sheets, and durable competitive advantages that are trading at attractive valuations. We seek to achieve excess returns over full market cycles, with less risk than our benchmark and peers as measured by standard deviation, beta and down market capture.

INVESTMENT APPROACH

Attractive Reward / Risk

Our disciplined valuation process measures downside risk before upside potential and invests in securities with favorable reward/risk ratios.

High-Conviction Process

The portfolio typically holds between 60 to 90 stocks with business fundamentals considered more important than fluctuations in the wider economy.

Different Than the Benchmark

The benchmark is not used as a starting point for portfolio construction, which should lead to high active share.

Featured Insights

Perkins CIO Outlook: Step Back from the Edge in Favor of Moderation

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Read more

PORTFOLIO MANAGEMENT

Gregory Kolb, CFA

Chief Investment Officer | Portfolio Manager

Industry since 1998. Joined Firm in 2010.

George Maglares

Portfolio Manager | Research Analyst

Industry since 2004. Joined Firm in 2013.

Performance

RETURNS (%) (As of 06/30/2020)
Composite Gross Composite Net MSCI World Index℠ (Gross) MSCI World Value Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(06/01/2001)
Composite Gross 10.16 -16.55 -10.64 0.44 2.68 7.71 6.52
Composite Net 10.00 -16.80 -11.18 -0.16 2.06 7.06 5.62
MSCI World Index℠ (Gross) 19.54 -5.48 3.40 7.29 7.50 10.57 6.17
MSCI World Value Index℠ (Gross) 12.85 -17.40 -10.61 -0.03 3.00 7.68 4.85
RETURNS (%) (As of 08/31/2020)
Composite Gross Composite Net MSCI World Index℠ (Gross) MSCI World Value Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(06/01/2001)
Composite Gross 6.97 -10.33 -0.69 2.11 4.91 7.98 6.86
Composite Net 6.81 -10.69 -1.29 1.51 4.29 7.33 5.96
MSCI World Index℠ (Gross) 14.87 5.73 17.41 10.42 11.04 11.36 6.74
MSCI World Value Index℠ (Gross) 8.24 -11.27 -0.81 1.86 5.70 7.99 5.19

Documents

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