Our Global strategy seeks to generate superior long-term investment returns and minimize the risk of permanent capital loss by investing primarily in a concentrated number of global companies that meet our Business, People, Price investment criteria.
We invest with a three-to-five-year investment horizon and take advantage of short-term volatility to own high quality businesses, run by capable management teams, whose stock prices we believe are trading temporarily at a discount. Our extensive, global network allows us to engage with our management partners to help drive long-term value creation.
Total Global assets at 9/30/20
minimum account size
Inception
The Portfolio's objective is long-term capital growth. Current income is not an objective.
We generally invest in companies with market capitalizations over $3 billion.
Portfolio construction is benchmark-agnostic, and sector, industry and country weights are a by-product of bottom-up investment decisions.
If we cannot find qualifying investment opportunities, we will hold cash.
Portfolios normally contain 18-22 securities.
We do not hedge currency exposure.
If size begins to inhibit our ability to manage Global mandates, we will close to new investors.
Click here for the latest quarterly commentary for the Global strategy.
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