Global Equities
As bottom-up, stock-selecting investors, we seek to generate alpha by focusing on a company’s fundamental evolution over its lifecycle—a source of inefficiency that markets often overlook.
AUM 1
$6.8B
Capturing high-conviction opportunities across the full market spectrum
We seek to identify extraordinary companies with sustainable businesses, resulting in portfolios with high active share. We apply our Lifecycle Categorization Research framework to evaluate companies over their lifecycle, leveraging locally based equity professionals who collaborate to share insights across the platform.
Our Lifecycle Categorization Research framework
Rather than analyzing companies based on their membership in a particular sector or industry, we segment the investment universe into six types of companies based on their maturity and cyclicality. We assess which lifecycle category a company is in today and where we expect it will be in the future, comparing our view to the market’s view—a process we believe results in stronger and more consistent analytical insights into a stock’s attractiveness and valuation.
For illustrative purposes only.
Our risk management approach
Equity Risk Assessment (ERA): A focus on high-quality investments
We evaluate quality across 68 indicators that work in tandem with our Lifecycle Categorization Research. Our global research team assigns a unique score to every potential investment, and a minimum threshold score must be reached for a company to be considered for investment. Our Equity Risk Assessment framework gives us confidence that our investment thesis will unfold as expected, with fewer negative surprises and with improved social and environmental outcomes.
For illustrative purposes only.
Solutions
We offer an array of global, regional and country-specific equity strategies that leverage the insights of our on-the-ground teams in developed and emerging markets around the world.
Fundamental strategies
- Active equity strategies with high active share
Quantitative strategies
- Systematically applied, actively managed
Fundamental
| Strategies | Attributes | Inception Date |
|---|---|---|
| Global Focus Equity | Seeks to achieve growth at a reasonable price by making equity and equity-related investments in global markets with a focus on superior and sustainable earnings performance. | 31 Dec 2011 |
| Global Emerging Markets Focus Equity | Seeks to achieve a relatively high rate of growth, on a long-term basis, through careful selection of equity and equity-related securities in global emerging markets. | 29 Feb 2012 |
Quantitative
| Strategies | Attributes | Inception Date |
|---|---|---|
| US Research Enhanced Equity (Core, Plus, Value) | Seeks to attain long-term growth of capital by means of a diversified portfolio through investment in equity and equity-related securities of companies at least 90% of which have assets, products or operations based in the U.S. | 31 Dec 2011 |
| Europe Research Enhanced Equity | Seeks to achieve a superior rate of return by making equity and equity-related investments in companies whose assets, products or operations are located in Europe. | 31 Dec 2011 |
| Global Strategic Alpha Equity | Seeks to attain long-term growth of capital by means of a diversified portfolio through investment in equity and equity-related securities of companies globally. | 31 Dec 2011 |