Global Asset Allocation (“GAA”): The Global Asset Allocation strategy invests in a basket of Exchange Traded Funds (“ETFs”) in order to provide the client with exposure to a diversified set of securities across multiple quantitative and qualitative factors, including: geography, industry, market capitalization, value, and momentum. Such wide diversification is intended to both provide exposure to multiple sources of return and to decrease the probability that any single security will have an outsized negative impact on the client’s portfolio.
For more information about GAA, please click here
Global Compounding Value (“GCV”): The Global Compounding Value strategy invests in undervalued securities across asset classes, with a focus on purchasing the equity securities of high quality companies with wide economic moats and strong competitive advantages. They are typically characterized by: a) high Returns on Invested Capital and Equity; b) exceptional and consistent historical growth of sales, earnings and cash flows; c) high operating margins, and d) prudent and unbiased capital allocation decisions. This strategy is intended for investors with a long investing time horizon and the ability to endure near-term mark-to-market volatility in the pursuit of long-term profits.
For more information about GCV, please click here
Global Opportunistic & Event Driven (“GOED”): The Global Opportunistic & Event-Driven strategy invests primarily in deep value, event-driven, and special situations investments, including: turnarounds, shareholder activism, liquidations, carve-outs, divestitures, spin-offs, tender offers, going-private transactions, merger arbitrage, and corporate restructuring. This strategy is intended for tax-advantaged investors with a medium-to-long investing time horizon and the ability to endure near-term mark-to-market volatility in the pursuit of attractive risk-adjusted returns.
For more information about GOED, please click here
Global Quantitative Factor Investing (“GQFI”): The Global Quantitative Factor Investing strategy invests using a combination of asset allocation, Modern Portfolio Theory, and quantitative factor analysis to develop portfolio strategies for each client’s unique situation. Modern Portfolio Theory is an investment approach that seeks to maximize portfolio expected return for a given amount of portfolio risk, or equivalently minimize risk for a given level of expected return, each by optimizing the portions of each asset class based on forecasted volatility and correlations to other assets classes or securities. Quantitative factor analysis involves assessing securities based on a set of measurable factors. Global Quantitative Factor Investing’s quantitative factor analysis may use, but not be limited to, statistical risk factors, published financial ratios, market data, and environmental, social, and governance (ESG) scores.
For more information about GQFI, please click here
Please see the fees and expenses for all of our strategies here